Diana Marie Decharles

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Shreveport, LA
• 05/1996 → Present
  Pinnacle Asset Mangement Group
  Shreveport, LA
• 09/2023 → 12/2025
  Osaic Wealth, Inc.
  Shreveport, LA

Previous Registrations

• 2024-05-10 → 2024-07-11
  Osaic Wealth, Inc.
  Shreveport, LA
• 2012-02-24 → 2022-12-31
  Pinnacle Asset Management Group, Corporation (Inc.)
  Shreveport, LA

Other Businesses

1) DBA- PINNACLE ASSET MANAGEMENT GROUP - 2020 LINE AVENUE, SHREVEPORT, LA 71104; INVESTMENT RELATED; INVESTMENT ADVISORY, PREPARE ASSEST ALLOCALTION AND FINANCIAL ANALYSIS FOR CLIENTS; START DATE 2/26/96; OWNER; 80% OF TIME SPENT. 2) DECHARLES FAMILY LLC - 2020 LINE AVENUE, SHREVEPORT, LA 71104; NON-INVESTMENT RELATED; REAL ESTATE OFFICE BUILDING; MANAGER; START DATE 3/1/96; OPERATE BUILDING; 1% OF TIME SPENT. 3) FIXED INSURANCE SALES - 2020 LINE AVENUE, SHREVEPORT, LA 71104; NON-INVESTMENT RELATED; INVESTMENT RELATED; OWNER; 1% OF TIME SPENT. 4) CENTENARY CENTER FOR FAMILY OWNED BUSINESS - 2911 CENTENARY BLVD, SHREVEPORT, LA 71104; NON-INVESTMENT RELATED; MEMBER; SEMINARS AND WORKSHOPS TO HELP WITH SUCCESSION PLANNING ISSUES FOR FAMILY BUSINESSES; 1% OF TIME SPENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-02
• S63 Uniform Securities Agent State Law Examination
  1986-03-03

Designations

Other Names

• Diana Marie Decharles
• Diana Marie Gerstmann