The Private Client Advisory Group, LLC

SEC-regulated
Registered investment advisor
The Private Client Advisory Group LLC, represented by Diane L. Metivier, is a financial advisor firm based in Manasquan, NJ. Diane Metivier, born in 1963, holds a Master's in Physical Therapy from Rutgers University/UMDNJ and a Bachelor of Science in Biology from Roanoke College. With a diverse business background, including roles at Ash Brokerage, LPL Financial LLC, and as a Sole Proprietor, Diane Metivier brings a wealth of experience to her current position as an Investment Advisor Representative at The Private Client Advisory Group LLC. Diane Metivier has a clean disciplinary record and is not involved in any criminal, civil, or administrative proceedings related to investment activities. She spends a portion of her time as an independent insurance agent with Ash Brokerage and as a registered representative of LPL Financial LLC. Clients should be aware of potential conflicts of interest due to commission-based compensation, but the firm is committed to acting in the best interests of clients as a fiduciary. Clients can expect Diane Metivier's work to be supervised by Mark Faccone, the Chief Compliance Officer of The PCAG, ensuring accountability and adherence to regulations. Diane Metivier receives commissions on insurance and broker/dealer products but does not receive performance-based fees. She has not been involved in any significant financial liabilities or bankruptcy petitions.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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