Dianne
Webb
Stonebridge Financial Planning Group, LLC
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About this Advisor
Dianne Webb is a certified financial planner based in Orlando, Florida with 12 years of relevant experience. Webb is on the advisory team at Stonebridge Financial Planning Group, LLC. Throughout their career, Webb has worked at Triad Advisors Inc, Stonebridge Financial Planning Group LLC and Commonwealth Financial Network. Webb holds Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida and Texas. Stonebridge Financial Planning Group, LLC is a financial advisory firm that has its headquarters in Orlando, FL. It controls $191 million in total assets between its 790 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 790 accounts, just 9% belong to high-net-worth investors who have at least $1 million in investable assets. Stonebridge Financial Planning Group, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by Stonebridge Financial Planning Group, LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stonebridge Financial Planning Group, LLC Brokerage Details
$191,170,056
8
790
$241,987
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Dianne Webb Work History
Dianne has been registered as a financial advisor for 12 years.*
Commonwealth Financial Network
Stonebridge Financial Planning Group LLC
Triad Advisors Inc
*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 Dianne Webb 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 Stonebridge Financial Planning Group, LLC
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
