David Ali (CRD# 6337159) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Lewes, DE and has over 2 years of experience in the finance industry.
CRD# 5306985
Lpl Financial LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6085208
Diversify Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dfpg Investments, LLC | Sandy, UT | Oct 2022 - Current | 1 |
| Kestra Advisory Services, LLC | Lewes, DE | Jan 2021 - Oct 2022 | 1 |
| Sei Private Trust Company | Oaks, PA | Jan 2017 - Dec 2020 | 3 |
| Fusion Gyms | New Britian, PA | Apr 2016 - Jan 2017 | < 1 |
| Windsor Financial Group | Horsham, PA | May 2015 - Apr 2016 | < 1 |
| Subway | Bloomsburg, PA | Jan 2011 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- DE
- TX
-
Total Assets Under Management2,872MILLIONS
-
Total Number of Accounts13,027ACCOUNTS
-
Average Account Value$220,467
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, DE, FL, HI, IL, MO, MT, ND, NJ, NY, OR, PA, SC, TX, UT, VA
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