Diane
Dillon
Dakota Wealth, LLC
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About this Advisor
Diane Dillon is a financial advisor working out of Palm Beach Gardens, Florida with a total of 5 years of relevant experience. Dillon is currently employed by Dakota Wealth, LLC. During their career, Dillon has held roles at Dakota Wealth, LLC and Dakota Wealth, LLC (Formerly Oakmont Partners, LLC). Dillon has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts and New Hampshire. Dakota Wealth, LLC is an advisory company operating out of Palm Beach Gardens, FL. The company has offices in 15 locations and a total of 57 employees. It handles $3 billion in assets across its 4,748 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 4,748 client accounts, 28% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. Financial management fees are based on which services are offered. However, fees charged by Dakota Wealth, LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dakota Wealth, LLC Brokerage Details
$2,548,153,882
57
4,748
$536,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Diane Dillon Work History
Diane has been registered as a financial advisor for 5 years.*
Dakota Wealth, LLC
Dakota Wealth, LLC (Formerly Oakmont Partners, LLC)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Diane Dillon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dakota Wealth, LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Richmond, VA
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Akron, OH
Palm Beach Gardens, FL
Palm Beach Gardens, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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