Diana Margaret Freeburg

CFP

Northstar Investment Advisory LLC

4 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Northstar Investment Advisory LLC

Compensation

Fixed/Hourly

Firm Size

9 advisors

Number of Clients

17,809 clients

Average Client Portfolio

Not specified

Fee Structure

Location

San Francisco, CA

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Northstar Investment Advisory LLC

August 2022 - Present · 3 yrs 6 mos

Previous Registrations

Remedios Financial Planning

February 2019 - September 2020 · 1 yr 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.