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Diane B. Tuntland

FRASER ASSET MANAGEMENT
Las Vegas, NV 89101
Some features on this profile are disabled
CRD#: 7060069
DT

Professional summary

Diane Booth Tuntland, who also goes by Diane Norris Booth, is a registered financial advisor currently at FRASER ASSET MANAGEMENT located in Las Vegas, Nevada and ENDOWMENT PARTNERS LLC located in Las Vegas, Nevada.

Diane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Diane has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Diane Norris Booth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Diane Booth is Owner and CCO of Fraser Asset Management, LLC, which is an Investment Advisory firm registered in the state of Nevada. Fraser Asset Management, LLC manages investment portfolios for individuals. This business activity accounts for 50% of her time. Diane Booth is 50% owner of Endowment Partners Foundation, LLC. Endowment Partners Foundation, LLC is a company that has been established to function as a private foundation to support Endowment Partners, LLC charitable activities in the future. This activity accounts for less than 1% of her time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Diane Booth Tuntland's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 12, 2019 - Present

FRASER ASSET MANAGEMENT

Office #1: 300 S 4th Street Suite 1015, Las Vegas, NV 89101
RIA
CRD#: 300121
Las Vegas, NV
Current

November 12, 2019 - Present

ENDOWMENT PARTNERS LLC

Office #1: 300 S 4th Street Ste 1015, Las Vegas, NV 89101
RIA
CRD#: 306325
Las Vegas, NV
Past

November 19, 2019 - May 25, 2022

ENDOWMENT PARTNERS LLC

RIA
CRD#: 306325
Las Vegas, NV

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nevada
(4/12/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/25/2018
Uniform Investment Adviser Law Examination

Current Firm

EP
ENDOWMENT PARTNERS LLC
ENDOWMENT PARTNERS | MACDONALD WEALTH ASSOCIATES | FRASER ASSET MANAGEMENT | ENDOWMENT PARTNERS LLC

CRD#: 306325 / SEC#:

Nevada
Registered Investment Advisory firm - (11/12/2019 Approved)
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Contact information

Main Address
300 S 4th Street Ste 1015, Las Vegas, NV 89101
Mailing Address
Phone number
(702) 842-2000
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts20
AUM (Assets Under Management)$ 56,290,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ENDOWMENT PARTNERS LLC

CRD#: 306325Las Vegas, NV 89101

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