Unclaimed Profile

Diana Marie Folino

VISTA FINANCIAL ADVISORS, INC.·JACKSONVILLE, Florida

Clean recordVISTA 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Diana Marie Folino is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with VISTA FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

Speak with Diana

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Diana is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

VISTA FINANCIAL ADVISORS, INC.

AUM

$69M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VISTA FINANCIAL ADVISORS, INC. →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5448287

Firm CRD# 136490

View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSONVILLE?

Browse all registered financial advisors in JACKSONVILLE, Florida or claim this profile if it's yours.

Browse JACKSONVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Diana Marie Folino offer?

Diana Marie Folino specializes in Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.

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, working with VISTA FINANCIAL ADVISORS, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →