DF
CFP
DF
CFP

Derek Paul Farley

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness OwnersMedical Professionals
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

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Location

462 E 800 N, Orem, UT, 84097

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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 Activities

Derek is a part-owner, content creator, and editor for StockMotion, LLC, an educational app company. He spends a few hours per week on this activity, which is not investment-related.

Employment History
Current Registrations
Dfpg Investments, LLC
March 2024 - Present · 1 yr 11 mos
Dfpg Investments, LLCBroker
March 2024 - Present · 1 yr 11 mos
Diversify Wealth Management, LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Diversify Wealth Management LLC
September 2022 - July 2024 · 1 yr 10 mos
Blue Barn Wealth
March 2020 - December 2022 · 2 yrs 9 mos
State Registrations3 states
CATXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.