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DIVERSIFIED INVESTMENT STRATEGIES, LLC
DIVERSIFIED INVESTMENT STRATEGIES, LLC
ADVISOR.INVESTMENTS
BATON ROUGE, Louisiana
·
2 registered advisors
·
CRD# 142202
SEC# 801-67260
1
225-292-0687
01
Firm Overview
AUM
$186M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Commissions
Performance-based fees
Other: FEES FOR TAX PREPARATION
03
Specialties
Investment Management
04
Advisors at DIVERSIFIED INVESTMENT STRATEGIES, LLC
2 registered advisors
James Lee Pope
BATON ROUGE, Louisiana
CRD# 3181641
Shane Joseph Haag
BATON ROUGE, Louisiana
CRD# 2363899
05
Office Locations
BATON ROUGE, Louisiana
2 advisors
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Data sourced from SEC Form ADV filings. DIVERSIFIED INVESTMENT STRATEGIES, LLC (CRD# 142202) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.