DZ
DZ

Diane Powell Zing

18 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

101 University Blvd, Suite 450, Denver, CO, 80206

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History

Regulatory History (1)
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Customer Dispute
July 2010
Denied
Other Business ActivitiesSells Insurance

Diane is the President of Zing Financial Services LLC, a business entity for tax/investment purposes, dedicating a few hours per week. She also provides investment advisory services through Trilogy Capital Inc. and Trilogy Financial, spending a significant amount of time on these activities.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 3 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 3 mos
Trilogy Capital, INC.
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
LPL Financial LLC
November 2017 - April 2018 · 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
August 2008 - November 2017 · 9 yrs 3 mos
National Planning CorporationBroker
March 2007 - November 2017 · 10 yrs 8 mos
State Registrations14 states
AZCACOFLIDILMINYOHOKSDTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.