Anton Nicola Nijmeh

Diversify Advisory Services, LLC

29 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness OwnersMedical Professionals

Diversify Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

105 advisors

Number of Clients

3,698 clients

Average Client Portfolio

$867K average

Assets Under Management

$3.2B

Fee Structure

Location

1764 the Alameda, San Jose, CA, 95126

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History

Regulatory History (1)

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Customer Dispute

July 2003

Denied

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Other Business ActivitiesSells Insurance

Anton is the president of Anton Nijmeh Financial Services and a financial planner at Global Wealth Partners Inc, where he spends nearly full-time. He is also an insurance broker and a shareholder in two holding companies, as well as a board member at Venture Christian Church Mission Board.

Employment History

Current Registrations

Diversify Advisory Services, LLC

December 2023 - Present · 2 yrs 2 mos

Dfpg Investments, LLC

December 2015 - Present · 10 yrs 2 mos

Dfpg Investments, LLCBroker

December 2015 - Present · 10 yrs 2 mos

Previous Registrations

Dfpg Investments, LLC

December 2015 - December 2023 · 8 yrs

First Allied Advisory Services, INC.

July 2012 - December 2015 · 3 yrs 5 mos

First Allied Securities, INC.Broker

February 2010 - December 2015 · 5 yrs 10 mos

First Allied Securities, INC.

February 2010 - July 2012 · 2 yrs 5 mos

Metlife Securities INC.

March 2004 - February 2010 · 5 yrs 11 mos

Metlife Securities INC.Broker

March 1996 - February 2010 · 13 yrs 11 mos

Metropolitan Life Insurance CompanyBroker

March 1996 - July 2007 · 11 yrs 4 mos

State Registrations10 states

AZCACOFLIDNCNJNYPATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.