Unclaimed Profile

Diana Lynn Reeves Nash

WESCOM FINANCIAL SERVICES, LLC·ANAHEIM, California

SIE, Series 6, Series 6TO, Series 7, Series 24, Series 63, Series 66Clean record9 years registeredWESCOM FINANCIAL SERVICES, LLC

5601 E. LA PALMA AVE, ANAHEIM, CA 92807CRD# 2664062Firm CRD# 125650

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Diana Lynn Reeves Nash · ANAHEIM, CA

Registration

CRD #2664062 · WESCOM FINANCIAL SERVICES, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WESCOM FINANCIAL SERVICES, LLC

CUSO FINANCIAL SERVICES, L.P.

Jan 2023 – Jan 2025

Anaheim, CA

WESCOM FINANCIAL SERVICES, LLC

Jul 2018 – Feb 2023

Anaheim, CA

WESCOM FINANCIAL SERVICES, LLC

Dec 2016 – Jul 2018

Anaheim, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · December 7, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESCOM FINANCIAL SERVICES, LLC

CRD 125650 · SEC 801-113359

AUM

$226M

Regulatory assets under management

Employees

1,138 client accounts

Services offered by WESCOM FINANCIAL SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WESCOM FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Diana Lynn Reeves Nash offer?

Diana Lynn Reeves Nash specializes in Investment Management, Wealth Management.

What are Diana Lynn Reeves Nash's credentials?

Diana Lynn Reeves Nash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diana Lynn Reeves Nash located?

Diana Lynn Reeves Nash is based in ANAHEIM, California, last registered with WESCOM FINANCIAL SERVICES, LLC.

How does Diana Lynn Reeves Nash charge for services?

Diana Lynn Reeves Nash's firm is compensated through percentage of aum, other: fees collected from third-party managers are paid to applicant. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESCOM FINANCIAL SERVICES, LLC?

WESCOM FINANCIAL SERVICES, LLC has approximately 31 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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