Diane
Mcintee

Cambridge Investment Research Advisors, Inc

CRD#5302724
Investment Advisor
in Hillsborough, NC

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About this Advisor

Diane Mcintee is a certified financial planner whose office is in Hillsborough, North Carolina. Currently an advisor with Cambridge Investment Research Advisors, Inc, Mcintee has a notable 24 years of experience as a registered advisor. Mcintee maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Mcintee can advise investors in North Carolina. Throughout their career, Mcintee has worked at H.D. Vest Advisory Services, Mcintee Fusaro & Associates, Diane T. Mcintee, H.D. Vest Investment Services, Hd Vest Insurance Agency Inc, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Mcintee Fusaro Del Corral, LLC. Cambridge Investment Research Advisors, Inc is based out of Hillsborough, North Carolina, and operates out of 1,905 brick-and-mortar locations in the country. As a company, Cambridge Investment Research Advisors, Inc oversees $56 billion in assets throughout 297,440 client accounts and employs more than 2,982 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 268,970 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Cambridge Investment Research Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

400 Millstone Dr. Ste 202
Hillsborough, NC 27278

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

NC Average: $9,259,360,772
Total Number of Employees

2,982

NC Average: 166
Total Number of Accounts

297,440

NC Average: 7,189
Average Account Size

$188,808

NC Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Diane Mcintee Work History

Diane has 24 years of experience.

2016 - Present (5 years)

Cambridge Investment Research, Inc

2016 - Present (5 years)

Cambridge Investment Research Advisors, Inc

2007 - Present (14 years)

Diane T. Mcintee

2015 - 2016 (1 year)

Hd Vest Insurance Agency Inc

2015 - 2016 (1 year)

Hd Vest Insurance Agency Inc

2013 - 2018 (5 years)

Mcintee Fusaro Del Corral, LLC

2009 - 2013 (4 years)

Mcintee Fusaro & Associates

2007 - 2016 (9 years)

H.D. Vest Advisory Services

2007 - 2016 (9 years)

H.D. Vest Investment Services

1996 - 2013 (17 years)

Mcintee Fusaro & Associates

Disclosures

Diane Mcintee has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Michael Busler
Inverness, FL
David Murray
Gaithersburg, MD
Garry Mcclure
Huntsville, AL
Gabriel Smith
Cayce, SC
Ronald Gallant
West Hartford, CT
Joshua Johnsrud
Wichita, KS
Cody Phelps
West Des Moines, IA
Ashley Worley
Birmingham, IA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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