Diana
Kon
Aviso Wealth Management
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About this Advisor
Diana Kon is a financial advisor based in Bellevue, Washington, working with Aviso Wealth Management. Diana has previously held positions at First Allied Securities, Inc, First Allied Advisory Services, Inc, First Allied Advisory Services, Aviso Wealth Management (Potomac Investments), Cetera Advisors LLC, and Osaic. Diana has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Diana is part of Aviso Wealth Management, which operates out of Bellevue, Washington. The firm has 5 offices and 9 employees. The firm manages assets totaling $401.7 million 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, and pension consulting services. The fee structure at Aviso Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aviso Wealth Management Brokerage Details
$401,709,508
9
1,656
$242,578
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Diana Kon Work History
Osaic
First Allied Advisory Services
Aviso Wealth Management (Potomac Investments)
Cetera Advisors LLC
First Allied Advisory Services, Inc
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of Diana Kon 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 Aviso Wealth Management
Selinsgrove, PA
Washington, DC
Bellevue, WA
Doylestown, PA
Seattle, WA
Seattle, WA
Seattle, WA
Xenia, OH
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