Dianne Perry Odom

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1997 → Present
  Dianne P. Odom, Cpa Llc
  Columbia, SC
• 07/2012 → 11/2016
  Capital Guardian Wealth Management, Llc
  Irmo, SC
• 07/2012 → 11/2016
  Capital Guardian, Llc
  Irmo, SC
• 11/2016 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2016 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2012-07-23 → 2016-11-11
  Capital Guardian Wealth Management, Llc
  Irmo, SC
• 2007-07-20 → 2012-07-20
  Woodbury Financial Services, Inc.
  Columbia, SC
  Charlotte, NC
  Irmo, SC
• 2001-06-07 → 2007-07-16
  Transamerica Financial Advisors, Llc
  Columbia, SC
  Cary, NC
  Clearwater, FL
  Columbia, SC

Other Businesses

1. RENTAL PROPERIES: 405 HARBISON BLVD UNIT 724, 728, 622, 516. STARTED 8/1999 NONINV RELATED: NO 1 HOURS A MONTH 100% OWNER 2. RENTAL PROPERTY 301 FARMHOUSE LOOP LEXINGTON SC 29072 STARTED: APRIL 2007 RENTAL: 1 HOUR A MONTH 100% OWNER 3.INDEPENDENT INSURANCE AGENT. 7921 BROAD RIVER ROAD, IRMO, SC 29063. INVESTMENT RELATED: 1/2002. SALE OF FIXED INSURANCE PRODUCTS. TIME SPENT VARIES 10-20 HOURS PER MONTH. 4.DIANNE P. ODOM CPA, LLC. 7921 BROAD RIVER ROAD, Irmo SC 29063. 100% OWNER 9/1997. 5 HRS A MONTH 5. DIANNE P ODOM,CPA,LLC; NONINV RELATED; 107 OAK PARK DR STE A IRMO,CA: PREPARE IND/CORP TAX RETURNS; OWNER/PRESIDENT; 01/01/2001; 80HR/MON; 4HR/MON 6. RENTAL PROPERTY / NON-INVESTMENT RELATED / 1304 REDWOOD DRIVE WEST COLUMBIA, SC 29169 / 12/12/2018 / OWNER OF RENTAL HOME / 1 HOUR PER MONTH / 0 DURING TRADING HOURS 7. 525 PROPERTIES, LLC / 7921 BROAD RIVER ROAD, IRMO, SC 29363 / OFFICE BUILDING OWNER OCCUPIED / 8/1/2018 / OFFICER, PARTNER / 2 HOURS PER MONTH / 2 DURING TRADING HOURS / PAY BILLS, FILE RETURNS, ACCOUNTING 8. DPO WEALTH MANAGEMENT / DBA NAME FOR FINANCIAL PLANNING / 7921 BROAD RIVER ROAD, IRMO, SC 29063 / 8/1/2018 / PRESIDENT / 160 HOURS PER MONTH / 160 DURING TRADING HOURS 9. ONE TIER LLC.; INVESTMENT RELATED; CORP ESTABLISHED FOR TAX PURPOSES; 12525 NEW BRITTANY BLVD, FT. MYERS, FL 33907; DBA SCHLAGER, SCHLAGER AND LEVIN; FINANCIAL SERVICES 10. INDEPENDENT INVESTMENT ADVISORS, LLC; INVESTMENT RELATED; 12500 Brantley Commons Ct, Suite 3, FORT MYERS, FL 33907; FINANCIAL PLANNING; OWNER AND FINANCIAL ADVISOR; 10 HOURS PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-07
• S63 Uniform Securities Agent State Law Examination
  1999-01-11

Other Names

• Wanda Dianne Perry