Diane
Desilva
The Burney Company
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About this Advisor
Diane Desilva is a financial advisor based in Lakewood Ranch, Florida, working with The Burney Company. Diane has previously held a position at The Burney Company. Diane has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Diane is part of The Burney Company, which operates out of Lakewood Ranch, Florida. The firm has 14 offices and 42 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at The Burney Company includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Burney Company Brokerage Details
$2,680,712,693
42
4,284
$625,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Diane Desilva Work History
The Burney Company
Disclosures
Please visit the SEC profile of Diane Desilva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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