TrueAdvisor
TrueAdvisor
CC
CC

Charles Chadwick Campbell

Diversify Wealth Management, LLC
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness OwnersMedical Professionals
Diversify Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
4,997 clients
Average Client Portfolio
$506K average
Assets Under Management
$2.5B

Fee Structure

Location

33718 Wescoats Road, Suite C, Lewes, DE, 19958

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Diversify Wealth Management, LLC
April 2024 - Present · 1 yr 10 mos
Diversify Advisory Services, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Dfpg Investments, LLC
October 2022 - February 2024 · 1 yr 4 mos
Kestra Advisory Services, LLC
October 2020 - October 2022 · 2 yrs
State Registrations3 states
DENHTX
Advisor
Exams
No exam information available for this advisor.