Diana Dale Murphy-belger

Fca CORP

16 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Fca CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

171 clients

Average Client Portfolio

$3.1M average

Assets Under Management

$525.7M

Fee Structure

Minimum Investment:$100K

Location

791 Town & Country Blvd., Suite 250, Houston, TX, 77024-3925

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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.

Employment History

Current Registrations

Fca CORP

August 2022 - Present · 3 yrs 6 mos

Previous Registrations

Stavis & Cohen Private Wealth, LLC

February 2021 - December 2022 · 1 yr 10 mos

Scf Private Wealth Holdings, LLC

January 2015 - March 2021 · 6 yrs 2 mos

Fsc Securities CorporationBroker

May 2014 - July 2022 · 8 yrs 2 mos

Cambridge Investment Research, INC.Broker

August 2009 - May 2014 · 4 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.