Diane Malison (CRD# 1010175) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Llano, TX and has over 42 years of experience in the finance industry.
CRD# 4495175
Dominion Portfolio Management, Inc.
CRD# 4208257
Cetera Investment Advisers LLC
CRD# 5549189
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Fort Mill, SC | Jan 2009 - Current | 15 |
| The Malison Financial Group, LLC | Fort Mill, SC | Jul 2007 - Current | 16 |
| Raymond James Financial Services, Inc. | Fort Mill, SC | Jan 1993 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1982 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1991 |
- SC
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
-
Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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