TrueAdvisor
TrueAdvisor
CE
CE

Cole D Tyler Einerson

Diversify Advisory Services, LLC
6 Years of Experience
Broker
View SEC Summary
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.

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Employment History
Current Registrations
Diversify Advisory Services, LLC
September 2023 - Present · 2 yrs 5 mos
Dfpg Investments, LLCBroker
February 2022 - Present · 4 yrs
Previous Registrations
Firstpurpose Wealth LLC
January 2022 - April 2023 · 1 yr 3 mos
TD Ameritrade Investment Management, LLC
September 2019 - November 2021 · 2 yrs 2 mos
TD Ameritrade, INC.
September 2019 - November 2021 · 2 yrs 2 mos
TD Ameritrade, INC.Broker
August 2019 - November 2021 · 2 yrs 3 mos
State Registrations2 states
CAUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.