Diana DeCharles, MBA, CFP®
Certified Financial Planner at Pinnacle Asset Management Group, Inc- Claim this Profile
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Bio
Credentials
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Certified Financial Planner®
CFP Board -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Louisiana Department of Insurance -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Louisiana Department of Insurance -
Series 24 - General Securities Principal
FINRA -
Series 53 - Municipal Securities Principal
FINRA -
Series 63 - Uniform Securities Agent State Law
NASAA -
Series 65 - Uniform Investment Adviser Law
NASAA -
Series 7 - General Securities Representative
FINRA
Experience
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Pinnacle Asset Management Group, Inc
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United States
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Financial Services
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1 - 100 Employee
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Certified Financial Planner
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Apr 1996 - Present
Diana M. DeCharles, CFP®, MBA co-founder of Pinnacle Asset Management Group, Inc. has been in the financial services industry for over 28 years. She holds the Certified Financial Planner™ designation as well as the investment advisor, general securities principal and life, health and variable annuity insurance licenses. Helping clients make sense of financial clutter is Diana's passion. Diana's community involvement and leadership include participation in numerous local and national boards. She was awarded the Rising Young Community Leader by the Shreveport Chamber of Commerce and the Athena award by the Women's Business Council for her contributions. In addition to being quoted in Money Magazine, USA Today, The Wall Street Journal and Forbes, her financial articles have been published in the Shreveport Times. Show less
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Osaic
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United States
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Financial Services
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400 - 500 Employee
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Important Disclosures
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Aug 1988 - Present
Securities and insurance products offered through Osaic , Inc. and its affiliates, member FINRA/SIPC. Investment advisory services offered through Pinnacle Asset Management Group, a registered investment advisor not affilicated with Osaic, Inc. Investments in securities involve risk, including the potential loss of principal invested. This communication is intended for individuals residing in the sates of AL, AR, AZ, CA, CO, GA, LA, MD, ME, MN, OK, OR, TX ,UT and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. The site may contain links to articles or other information that are contained on a third party website. Osaic , Inc. does not endorse or accept responsibility for the content, or the use, of the website. Osaic, Inc. assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Osaic, Inc. is not affiliated with LinkedIn. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on this site. We do not control, serve, adopt, or endorse any content that LinkedIn may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons.We request that your keep your comments within the purpose of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or invesments, or trading strategies.IMPORTANT: We do no provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. Show less
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Education
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1985 - 1988
Centenary College of Louisiana
Master of Business Administration (MBA) -
1974 - 1980
Louisiana State University in Shreveport
Bachelor of Science - BS, Biology/Biological Sciences, General
Community
