NC
NC

Noel Zerna Cajigas

24 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
337 clients
Average Client Portfolio
$544K average
Assets Under Management
$183.5M

Fee Structure

Minimum Investment:$250K
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Location

40 W. Main Street Court, Suite 250E, Alpine, UT, 84004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Noel is an insurance agent selling insurance products since 2010, dedicating about 10% of his time to this activity. He also operates under the dba Diamond Wealth Management through NorthPointe Investment Partners LLC.

Employment History
Current Registrations
Diamond Wealth Management, LLC
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Northpointe Investment Partners LLC
May 2016 - October 2017 · 1 yr 5 mos
Ensign Wealth Advisors LLC
October 2015 - November 2016 · 1 yr 1 mo
Strategic Advisers, INC.
September 2000 - April 2015 · 14 yrs 7 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
Noel Zerna Cajigas - Financial Advisor | TrueAdvisor