Premier Financial Advisors - Wealth Management

John L. Diaz, CFP
CERTIFIED FINANCIAL PLANNER™ Certificant

"We help clients; build, preserve and manage their wealth."

Address:

14 East 60th St.
Suite 402

New York, NY 10022

Map it | Directions | Website

(212) 256-9673

25 Years of Experience

Series 4, 7, 24, 63, 65, 51
CRD# 1327431

Offers & Pledges

I provide a free initial consultation:

At Premier Financial Advisors, we proactively help individuals and families
build, preserve, and manage wealth. As a client of Premier Financial
Advisors, you will have a dedicated financial advisor who will consult with
you, educate you, and guide you through the financial decisions that will
make a difference in your life and the lives of your loved ones.

HighLights

HIGHLIGHTS

General Information

Firm Start Year:	1992
No.of Employees:	10-19
Name of Broker/Dealer:	First Allied Securities

Name of Custodial Firm:

Pershing LLC

States Licensed in:

NY, NJ, CT, PA, MA, FL, CA, AZ, DC, GA, IL, SC, VA, MO

Number of Years with Current Firm:

I work with the following types of clients:

Non-Profit Organizations , Individual Investors , Businesses

Foreign Languages Serviced:

English, Spanish

Services

Investment Types:

Insurance , Alternative Investments , Exchange Traded Funds (ETFs) , Mutual Funds , Annuities , Stocks , Bonds , Options & Futures , Socially Responsible Investments (SRI)

Qualifications & Memberships

Insurance and Annuity Licenses:

Annuity , Variable Life , Variable Annuity , Life

Financial Organization Memberships:

National Association of Personal Financial Advisors (NAPFA) , Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

10 - 99 employees

I work with clients as part of a team:

Yes

Assets Managed by Firm:

$300,000,000.00

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Commissions , Flat Fee , Hourly , Based on Assets

Articles

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Make your money work for you with pain-free spending cuts
The best way to start evaluating your finances is to compare your monthly income and expenses. This is the scary part, but it's the necessary first step to keeping more of your money in your pocket where it belongs. more

Schedule a Free Initial Consultation

No obligation to hire
primarily to evaluate mutual fit.