Dianna Burkholder, financial advisor Gretna VA

Dianna Burkholder

CRD Number: 4992409
Current Firm: Raymond James Financial Services Advisors, Inc.

Dianna Burkholder (CRD# 4992409) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gretna, VA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Gretna, VA Aug 2020 - Current 3
Raymond James Financial Services Advisors, Inc. Gretna, VA Aug 2020 - Current 3
Wayfinder Wealth Management Support Company/dba (owner) Gretna, VA Aug 2020 - Current 3
Wayfinder Wealth Management Gretna, VA Aug 2020 - Current 3
Concurrent Advisors Support Company/dba (non-owner) Gretna, VA Aug 2020 - Mar 2023 2
Edward Jones St Louis, MO Apr 2009 - Aug 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for Dianna M. Burkholder
Phone Number: 727-567-3020
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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