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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Diamond Wealth Management, LLC 8 months, 3 weeks Oct 2017 - Present
Ensign Wealth Advisors LLC 8 months, 3 weeks Oct 2017 - Present
Ensign Wealth Advisors LLC 2 years, 9 months Jan 2015 - Oct 2017
Uci Wealth Advisors, LLC 3 years, 2 months Nov 2011 - Jan 2015
Amerivest Investment Management, LLC 2 years, 8 months Apr 2009 - Dec 2011
Tdameritrade Inc 2 years, 8 months Apr 2009 - Dec 2011
Fidelity Brokerage Services 4 years, 6 months Aug 2004 - Feb 2009
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Sterling L Sessions?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 29, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 29, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Diamond Wealth Management, LLC

Last updated on Aug. 16, 2017
    • N/A
      Total Assets Under Management
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      Total Assets Under Advisement
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      Accounts
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      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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