Diversified Wealth Management Solutions, LLC
Diversified Wealth Management Solutions, LLC (CRD# 170327) is a financial advisory firm headquartered in Fresno, CA. They manage $56,700,000 in 238 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management57MILLION
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Total Number of Accounts238ACCOUNTS
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Average Account Value$238,235
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Diversified Wealth Management Solutions, LLC
1
Mark Alcorn (CRD# 4834967) is an Investment Advisor Representative working at Diversified Wealth Management Solutions, LLC in Fresno, CA and has over 11 years of experience in the finance industry. Mark Alcorn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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