Experience

Trilogy Financial

• United States
• Financial Services
• 100 - 200 Employee

• Vice President of Wealth Management

  • Feb 2007 - Present

  Diane is a Vice President of Wealth Planning at Trilogy Financial Services, as well as an Investment Advisor Representative at Trilogy Capital. She holds the Securities Series 6, 63 and 7 registrations with LPL Financial, and her Series 65 registration with Trilogy Capital. In addition, Diane is licensed in Life, Health, Disability and Long Term Care. Diane also works closely with professionals in Tax & Estate Planning, Business Planning, Real Estate, Mortgage, and other areas of financial services, to assist her with the planning efforts of her clients. These entities together create a pillar of education, knowledge and collaboration to help Diane's clients work towards their financial goals. Diane strives to stay on the cutting edge of information. Diane Zing is a registered representative for LPL Financial (LPL) and an Investment Advisor Representative (IAR) for Trilogy Capital (TC). Securities offered through LPL, Member FINRA/SIPC. For hyperlinks to FINRA & SIPC, please see 'See Contact Info' above. Investment advisory services offered through TC, a Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (TF), an affiliated but separate legal entity. The LPL Financial registered representative associated with this page may (when conducting business through LPL) only discuss and/or transact business with the resident of the following states: AZ, CA, CO, CT, IL, KS, MD, MO, MT, NM, ND, OH, OK, TX, WA, and WY. This list may be altered to include/ exclude states depending on the registration activities of the registered representative. The Trilogy Capital investment advisor representative associated with this page may conduct business throughout the United States and US Territories, as Trilogy Capital is licensed. Third party posts found on this profile do not reflect the views of LPL Financial or Trilogy Capital, and have not been reviewed by LPL Financial or Trilogy Capital as to accuracy or completeness. Show less



CH2M

• United States
• Civil Engineering
• 700 & Above Employee

• Corporate Marketing Manager

  • Mar 2002 - Dec 2005



Exhibit Logistics

• Account Executive

  • Apr 2001 - Mar 2002