Diamond Private Wealth Advisors - Ameriprise Financial Services, Inc.

Deborah Leff-Kelapire 

on Google

4 years ago

Owner Bill Penland Jr has the same exact cookie cutter portfolio for all his clients without regard for their risk tolerance or age. He keeps elderly clients in high risk portfolios. Because Mr. Penland is familiar with FINRA compliance, he files your risk tolerance as highly aggressive to suit his choice. These forms are buried in your client profile, and if you don't know where to look, you may not find them. This way, he's able to skirt FINRA compliance by backing his portfolio choices with the appropriately filed paperwo... read more

Bruce Davis 

on Google

5 years ago

Bill Penland Jr has the same exact portfolio for all his clients without regard for their risk tolerance or age. He keeps elderly clients in high risk portfolios. Because Mr. Penland is familiar with FINRA compliance, he files your risk tolerance as highly aggressive. These forms are buried in your client profile, and if you don't know where to look, you may not find them. This way, he's able to skirt FINRA compliance by backing his portfolio choices with the appropriately filed paperwork. Finally, Ameriprise is too expensiv... read more

Beth Olson 

on Google

6 years ago

Bill has been our advisor for over 10 years and he has always done very well by us! I had my mother change over to Bill and he has done real well with her account too. 

Helen G 

on Google

7 years ago

Owner Bill Penland Jr. hates young high school victims of a school shooting that want change. If you are a parent of someone at Cypress Bay beware. He just said this on a public board: "Yay! They are getting paid to take away my rights and promote socialism!" This is not the case, these students want safety and safer schools and they are not "paid" for their views. They are doing so much and they are not promoting "socialism".