Amy Simmons

Diversify Advisory Services, LLC

15 Years of Experience

Broker

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

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.

Employment History

Current Registrations

Diversify Advisory Services, LLC

April 2025 - Present · 10 mos

Dfpg Investments, LLC

April 2025 - Present · 10 mos

Dfpg Investments, LLCBroker

April 2025 - Present · 10 mos

Previous Registrations

Robert W. Baird & CO. Incorporated

August 2019 - April 2025 · 5 yrs 8 mos

Robert W. Baird & CO. IncorporatedBroker

March 2019 - April 2025 · 6 yrs 1 mo

TD Ameritrade, INC.Broker

February 2018 - June 2018 · 4 mos

Scottrade, INC.Broker

November 2009 - February 2018 · 8 yrs 3 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.