Unclaimed Profile

Carla Taylor Adams

DIVERSIFIED PORTFOLIOS INC·BLOOMFIELD HILLS, Michigan

Series 65Clean record18 years registeredDIVERSIFIED PORTFOLIOS INC

39520 WOODWARD AVENUE, BLOOMFIELD HILLS, MI 48304CRD# 5519001Firm CRD# 108942

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carla Taylor Adams · BLOOMFIELD HILLS, MI

Registration

CRD #5519001 · DIVERSIFIED PORTFOLIOS INC · 18 years registered

Brand Profile

Not yet started

Career History

NECTARINE

Apr 2024 – present

AMETRINE WEALTH

Aug 2023 – present

DIVERSIFIED PORTFOLIOS, INC.

Aug 2018 – Jun 2023

BLOOMFIELD HILLS, MI

BLUE PRAIRIE GROUP,LLC

Jun 2013 – Jul 2018

CHICAGO, IL

BROWNSON, REHMUS & FOXWORTH, INC.

Apr 2008 – Feb 2011

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 28, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIVERSIFIED PORTFOLIOS INC

CRD 108942 · SEC 801-56371

AUM

$1.5B

Regulatory assets under management

Employees

2,085 client accounts

Services offered by DIVERSIFIED PORTFOLIOS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DIVERSIFIED PORTFOLIOS INC →

Introduction

Speak with Carla

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carla is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BLOOMFIELD HILLS?

Browse all registered financial advisors in BLOOMFIELD HILLS, Michigan or claim this profile if it's yours.

Browse BLOOMFIELD HILLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Carla Taylor Adams offer?

Carla Taylor Adams specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Carla Taylor Adams's credentials?

Carla Taylor Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carla Taylor Adams located?

Carla Taylor Adams is based in BLOOMFIELD HILLS, Michigan, working with DIVERSIFIED PORTFOLIOS INC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Carla Taylor Adams charge for services?

Carla Taylor Adams's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIVERSIFIED PORTFOLIOS INC?

DIVERSIFIED PORTFOLIOS INC has approximately 10 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →