Wesley Baird Diamantis
Investment adviser representative at LPL Financial LLC
9 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- LPL Financial LLCJun 2022 to now
- Auburn University - Harbert College of BusinessAug 2023 to Dec 2024
- Credit Union Loan SourceFeb 2023 to May 2023
- Credit Union Loan SourceAug 2022 to Dec 2022
- Georgia's Own Credit UnionJul 2021 to Aug 2021
- Martenson Hasbrouck & Simon LLPMay 2019 to Aug 2019
- Birmingham-southern CollegeAug 2018 to May 2023
- St. Pius X Catholic High SchoolJan 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7579837
- Firm CRD
- 6413