Diana Lougen
Diana Lougen is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 17 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Diana owns rental real estate, operates her LPL business under the DBA Monarch Wealth Management, and provides investment advisory services through Private Advisor Group. She also engages in non-variable insurance activities with Specific Solutions, KAFL, Mass Mutual, and Associated of Clifton Park, dedicating a few hours per week to each.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
Nylife Securities LLCBroker
State Registrations8 states
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