Diversified LLC- Financial Advisor Talleyville Postal Store, DE

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About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better.

At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

See Disclosures

General Information

Firm Start Year

1982

No. of Employees

50-99

Firm CRD#

331709

Name of Broker/Dealer

Name of Custodial Firm

SEI, Charles Schwab, Fidelity

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Variable Annuity, Life, Health, Annuity, Accident

Firm Information

Firm's Number of Clients

1500

Firm's Number of Managed Clients

1400

Assets Managed by Firm

1,900,000,000

Advisor's Number of Clients

1500

Advisor's Number of Managed Clients

1400

Advisor's Number of Planning Clients

1400

Assets Managed by Advisor

$250000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Additional Details on Charges

Varies based on individual client situations and asset level.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://diversifiedllc.com/wp-content/uploads/2022/03/Part-2A-Current-Version.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892327/paladinregistry-Diversified,-LLC-detailed-disclosure.html

Disclaimer

Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Some associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Investments products and services available only to residents of: AZ, CA, CO, DC, DE, FL, GA, IL, KS, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA, & WA.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

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Diversified, LLC