Brian Ashley King

CFP

Diversify Advisory Services, LLC

26 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

9017 S Riverside Dr., Suite 210, Sandy, UT, 84070

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History

Regulatory History (1)

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Customer Dispute

May 2022

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian provides financial planning advice as a Certified Financial Planner through Global Wealth Partners Inc and owns several property-related LLCs. He also works as an insurance agent, selling fixed and term insurance and fixed annuity products, and is the CEO/President of Camden Corporation Inc, a personal corporation for payroll and retirement plan administration.

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 - February 2024 · 8 yrs 2 mos

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 2002 - February 2010 · 7 yrs 11 mos

Metlife Securities INC.Broker

February 2002 - February 2010 · 8 yrs

Metropolitan Life Insurance CompanyBroker

February 2002 - July 2007 · 5 yrs 5 mos

Prudential Securities IncorporatedBroker

February 2001 - February 2002 · 1 yr

Pruco Securities CorporationBroker

December 1998 - March 2001 · 2 yrs 3 mos

State Registrations24 states

AZCAFLGAHIIDILMAMEMIMNMOMTNCNJNVNYORPASCTNTXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.