Dianne
Brand
The Financial Advisors, LLC
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About this Advisor
Dianne Brand is a financial advisor working in Andover, Massachusetts, with a total of 9 years of relevant experience. Brand is an advisor for The Financial Advisors, LLC. During their career, the advisor has held roles at Lincoln Financial Securities Corporation and The Financial Advisors, LLC. Brand holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. The Financial Advisors, LLC is a registered investment firm that has its headquarters in Andover, MA. It has a total of 13 employees. It manages $850 million in assets among its 2,203 client accounts, placing it among the larger firms in the United States by assets under management. Of its 2,203 client accounts, 38% are held by high-net-worth clients who have greater than $1 million in assets. The Financial Advisors, LLC provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules are based on which services the firm provides the client. However, fees billed by The Financial Advisors, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Financial Advisors, LLC Brokerage Details
$849,960,160
13
2,203
$385,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Dianne Brand Work History
Dianne has been registered as a financial advisor for 9 years.*
The Financial Advisors, LLC
Lincoln Financial Securities Corporation
*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 Brand 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 The Financial Advisors, LLC
Andover, MA
Andover, MA
Andover, MA
Andover, MA
Andover, MA
Andover, MA
Andover, MA
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