Diana Kon (CRD# 6053108) is an Investment Advisor Representative working at Aviso Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry.
CRD# 5432113
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5544516
Berntson Porter Wealth Management, LLC
CRD# 4653056
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic | Bellevue, WA | Sep 2023 - Current | < 1 |
| First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Current | 3 |
| Aviso Wealth Management (potomac Investments) | Seattle, WA | Apr 2013 - Current | 11 |
| Cetera Advisors LLC | Seattle, WA | Sep 2022 - Sep 2023 | 1 |
| First Allied Securities, Inc. | San Diego, CA | Dec 2012 - Sep 2022 | 9 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Oct 2013 - Nov 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- WA
-
Total Assets Under Management402MILLIONS
-
Total Number of Accounts1,656ACCOUNTS
-
Average Account Value$242,578
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, NH, NJ, NY, OR, PA, SC, TX, VA, WA
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