Maryann Diamond

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2010 → 12/2018
  Edward Jones
  St Louis, MO
• 12/2018 → 10/2025
  Thurston Springer Financial
  Valdese, NC
• 10/2025 → Present
  Lpl Financial Llc
  Valdese, NC

Previous Registrations

• 2020-11-25 → 2025-10-06
  Thurston Springer Advisors
  Indianapolis, IN
  Valdese, NC
• 2018-12-18 → 2021-07-06
  Thurston, Springer, Miller, Herd & Titak, Inc.
  Valdese, NC
  Lakeland, FL
  Valdese, NC
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
• 2010-03-23 → 2018-12-19
  Edward Jones
  Morganton, NC
  Valdese, NC
  Valdese, NC
  St Louis, MO

Other Businesses

1. 09/2025 - Diamond Financial Management - DBA for LPL Business (entity for LPL business) - Investment Related - 200 Hour(s)/Month - 08 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 10/6/2025 2. 09/2025 - Diamond Fab LLC - Business Owner Limited Partner 2.2% - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Milwaukee, WI 53219 - OBA Start Date: 06/15/2005

Exams

• S66 Uniform Combined State Law Examination
  2010-03-19

Designations

• Certified Financial Planner

Other Names

• Mary Ann Diamond
• Mary Ann Diamond-Gordon
• Mary Ann Szabo
• Mary Ann Bumgarner
• Maryann Diamond
• Mary Ann Hammond
• Mary Ann Diamond Hammond