Diane CroceCRD Number: 4703864
Current Firm: Truist Advisory Services, Inc.
Diane Croce (CRD# 4703864) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fairfax, VA and has over 19 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Suntrust Advisory Services||Atlanta, GA||Sep 2016 - Current||6|
|Suntrust Investment Services||Atlanta, GA||Mar 2013 - Current||10|
|Suntrust Bank||Burke, VA||Feb 2013 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2003|
|S65||NASAA Investment Advisors Law Examination||Nov 2016|
Total Assets Under Management53,170MILLIONS
Total Number of Accounts125,600ACCOUNTS
Average Account Value$423,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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