Diane Marie Huntley
Investment adviser representative at Forza Wealth Management
15 yearsExperience
2 statesRegistered in
CFADesignation
$422.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Forza Wealth ManagementJan 2025 to now
- RetiredAug 2024 to now
- Bank of AmericaJun 2011 to Aug 2024
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Forza Wealth Management
Legal name: Forza Wealth Management, LLC
$422.4MAssets managed
129Clients
4Advisers
6 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
- 8026482
- Firm CRD
- 281075