Unclaimed Profile

John Bradley Anderson

DIVERSIFY ADVISORY SERVICES, LLC·SANDY, Utah

SIE, Series 7, Series 9, Series 10, Series 14, Series 24, Series 52, Series 53, Series 63, Series 66, Series 79, Series 99TOClean record8 years registeredDIVERSIFY ADVISORY SERVICES, LLC

9017 S RIVERSIDE DR., SANDY, UT 84070CRD# 6037308Firm CRD# 326060

Profile Verification

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

Identity

John Bradley Anderson · SANDY, UT

Registration

CRD #6037308 · DIVERSIFY ADVISORY SERVICES, LLC · 8 years registered

Brand Profile

Not yet started

Career History

DIVERSIFY WEALTH MANAGEMENT, LLC

Mar 2024 – present

DIVERSIFY ADVISORY SERVICES, LLC

Sep 2023 – present

DFPG INVESTMENTS, LLC

May 2018 – Jul 2024

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 14

Series 24

Series 52

Series 53

Series 63

Series 66

Series 79

Series 99TO

Registration record

First registered · May 17, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIVERSIFY ADVISORY SERVICES, LLC

CRD 326060 · SEC 801-128675

AUM

$2.9B

Regulatory assets under management

Employees

156

13,027 client accounts

Services offered by DIVERSIFY ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DIVERSIFY ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does John Bradley Anderson offer?

John Bradley Anderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANDY, Utah for a consultation.

What are John Bradley Anderson's credentials?

John Bradley Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Bradley Anderson located?

John Bradley Anderson is based in SANDY, Utah, working with DIVERSIFY ADVISORY SERVICES, LLC. Their office serves clients in the SANDY metropolitan area and surrounding communities.

How does John Bradley Anderson charge for services?

John Bradley Anderson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIVERSIFY ADVISORY SERVICES, LLC?

DIVERSIFY ADVISORY SERVICES, LLC has approximately 156 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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