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BP
BP
Blair James Perry
Diversify Advisory Services, LLC
13 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
High Net Worth
Business Owners
Medical 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
Investment Management
Planning
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Location
7440 S Creek Rd, Ste 250, Sandy, UT, 84093-5511
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History
Regulatory History (1)
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Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Financial
January 2021
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Diversify Advisory Services, LLC
June 2025 - Present · 8 mos
Dfpg Investments, LLC
May 2025 - Present · 9 mos
Dfpg Investments, LLC
Broker
May 2025 - Present · 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2019 - June 2025 · 5 yrs 8 mos
Ameriprise Financial Services, LLC
Broker
October 2019 - June 2025 · 5 yrs 8 mos
Edward Jones
May 2012 - October 2019 · 7 yrs 5 mos
Edward Jones
Broker
February 2012 - October 2019 · 7 yrs 8 mos
State Registrations
9 states
CA
FL
ID
MD
MO
NM
TX
UT
WA
Advisor
Broker
Both
Exams
No exam information available for this advisor.