Diana Thomason
Advisor at Intercarolina Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Intercarolina Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Murray, KY 42071
Credentials
Series 66
Industry experience
20 years
Diana Thomason is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Intercarolina Financial Services, Inc. since 2010. Outside of her advisory role, she hosts a local radio breakfast show in Murray, KY. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis to create individualized investment policies and manages accounts on both discretionary and non-discretionary bases.
Based on Intercarolina Financial Services, Inc.
Based on Intercarolina Financial Services, Inc.
Fixed fees are negotiable with a maximum of 1.50% annually (150 basis points) for non-retirement portfolio management services; exact amounts are negotiated.
300 Maple St, Suite 4
Murray, KY 42071
Kentucky
Intercarolina Financial Services
2010 - Present (16 years)
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