Crystal Diamond is a registered investment advisor at Wells Fargo Advisors, based in Winston Salem, NC, with 12 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
380 Knollwood St., Suite 340, Winston Salem, NC, 27103
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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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Crystal owns rental properties through Cremco LLC and other real estate holdings, and acts as an administrator for her father. These activities require minimal time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
State Registrations26 states
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