Unclaimed Profile

Diana Marie Folino

VISTA FINANCIAL ADVISORS, INC.·JACKSONVILLE, Florida

Series 65Clean record18 years registeredVISTA FINANCIAL ADVISORS, INC.

2931 PLUMMER COVE ROAD, JACKSONVILLE, FL 32223CRD# 5448287Firm CRD# 136490

Profile Verification

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

Identity

Diana Marie Folino · JACKSONVILLE, FL

Registration

CRD #5448287 · VISTA FINANCIAL ADVISORS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VISTA FINANCIAL ADVISORS, INC.

VISTA FINANCIAL ADVISORS, INC.

Nov 2007 – Apr 2017

PONTE VEDRA BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 19, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISTA FINANCIAL ADVISORS, INC.

CRD 136490 · SEC 801-64833

AUM

$69M

Regulatory assets under management

Employees

595 client accounts

Services offered by VISTA FINANCIAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at VISTA FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Diana Marie Folino offer?

Diana Marie Folino specializes in Investment Management.

What are Diana Marie Folino's credentials?

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

Where is Diana Marie Folino located?

Diana Marie Folino is based in JACKSONVILLE, Florida, last registered with VISTA FINANCIAL ADVISORS, INC..

How does Diana Marie Folino charge for services?

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

How large is VISTA FINANCIAL ADVISORS, INC.?

VISTA FINANCIAL ADVISORS, INC. has approximately 3 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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