Unclaimed Profile

Darla Diane Main

MAIN ADVISORY, INC.·CANONSBURG, Pennsylvania

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record30 years registeredMAIN ADVISORY, INC.

2400 ANSYS DRIVE, CANONSBURG, PA 15317CRD# 1969355Firm CRD# 328040

Profile Verification

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

Identity

Darla Diane Main · CANONSBURG, PA

Registration

CRD #1969355 · MAIN ADVISORY, INC. · 30 years registered

Brand Profile

Not yet started

Career History

MAIN ADVISORY, INC.

Oct 2023 – present

THE STRATEGIC FINANCIAL ALLIANCE

Oct 2017 – Dec 2023

Canonsburg, PA

CETERA ADVISORS LLC

Jan 2004 – Nov 2017

MCMURRAY, PA

MAIN ADVISORY INCORPORATED

Feb 2001 – Feb 2011

PITTSBURGH, PA

IFG ADVISORY SERVICES INC

Aug 1995 – Jan 2004

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 28, 1995

Years registered · 30

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAIN ADVISORY, INC.

CRD 328040 · SEC 801-128706

AUM

$116M

Regulatory assets under management

Employees

344 client accounts

Services offered by MAIN ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MAIN ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Darla Diane Main offer?

Darla Diane Main specializes in Financial Planning, Investment Management. Contact their office in CANONSBURG, Pennsylvania for a consultation.

What are Darla Diane Main's credentials?

Darla Diane Main holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Darla Diane Main located?

Darla Diane Main is based in CANONSBURG, Pennsylvania, working with MAIN ADVISORY, INC.. Their office serves clients in the CANONSBURG metropolitan area and surrounding communities.

How does Darla Diane Main charge for services?

Darla Diane Main's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAIN ADVISORY, INC.?

MAIN ADVISORY, INC. has approximately 3 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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