Diana
Defrate
Vicus Capital, Inc
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About this Advisor
Diana Defrate is a financial advisor based in New York, New York, working with Vicus Capital, Inc. Diana has previously held positions at Vicus Capital, Inc (formerly Pfg Financial Advisors), Cetera Advisor Networks LLC, and Defrate & Paavola, LLC. Diana has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Diana is part of Vicus Capital, Inc, which operates out of New York, New York. The firm has 40 offices and 87 employees. The firm manages assets totaling $2.3 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vicus Capital, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vicus Capital, Inc Brokerage Details
$2,254,526,552
87
8,430
$267,441
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Diana Defrate Work History
Cetera Advisor Networks LLC
Defrate & Paavola, LLC
Vicus Capital, Inc (Formerly Pfg Financial Advisors)
Disclosures
Please visit the SEC profile of Diana Defrate 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 Vicus Capital, Inc
Rochester, NY
Columbia, MD
Westlake Village, CA
State College, PA
State College, PA
Bethlehem, PA
State College, PA
State College, PA
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