Maryann Diamond is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4707 Executive Dr, San Diego, CA, 92121-3091
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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.
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Maryann is involved with Diamonds Fab LLC, Valdese Housing Authority Board, and Valdese Rotary Club Foundation. She also operates under the DBA Diamond Financial Management, dedicating significantly more than full-time hours during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Thurston Springer Advisors
Thurston Springer FinancialBroker
Thurston Springer Financial
Edward Jones
Edward JonesBroker
State Registrations14 states
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