Unclaimed Profile

Diana Lea Dessonville

BAILARD, INC.·FOSTER CITY, California

SIE, Series 6, Series 62, Series 63, Series 65Clean record29 years registeredBAILARD, INC.

950 TOWER LN, FOSTER CITY, CA 94404-2131CRD# 1865178Firm CRD# 110550

Profile Verification

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

Identity

Diana Lea Dessonville · FOSTER CITY, CA

Registration

CRD #1865178 · BAILARD, INC. · 29 years registered

Brand Profile

Not yet started

Career History

BAILARD, INC.

Jul 1997 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 62

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAILARD, INC.

CRD 110550 · SEC 801-8562

AUM

$6.1B

Regulatory assets under management

Employees

2,451 client accounts

Services offered by BAILARD, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BAILARD, INC. →

Introduction

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Frequently Asked Questions

What services does Diana Lea Dessonville offer?

Diana Lea Dessonville specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FOSTER CITY, California for a consultation.

What are Diana Lea Dessonville's credentials?

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

Where is Diana Lea Dessonville located?

Diana Lea Dessonville is based in FOSTER CITY, California, working with BAILARD, INC.. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.

How does Diana Lea Dessonville charge for services?

Diana Lea Dessonville's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAILARD, INC.?

BAILARD, INC. has approximately 75 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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