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Alex Michael Deck

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness OwnersMedical Professionals
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

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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.

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Other Business ActivitiesSells Insurance

Alex works as an agent at 1847 Financial, a multi-line insurance brokerage, dedicating nearly full-time hours to sales and service of various insurance and annuity accounts. Alex is also a partner in a rental real estate LLC, spending minimal time on this activity.

Employment History
Current Registrations
Diversify Advisory Services, LLC
December 2023 - Present · 2 yrs 2 mos
Dfpg Investments, LLCBroker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Dfpg Investments, LLC
January 2023 - December 2023 · 11 mos
Hornor, Townsend & Kent, LLC
November 2021 - December 2022 · 1 yr 1 mo
Hornor, Townsend & Kent, LLCBroker
June 2020 - December 2022 · 2 yrs 6 mos
State Registrations4 states
DEMONJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.