Charles Sorensen (CRD# 3255618) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Logan, UT and has over 24 years of experience in the finance industry.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dfpg Investments, LLC | Sandy, UT | Feb 2021 - Current | 3 |
| Ars Investment Advisors | Bountiful, UT | Apr 2019 - Feb 2021 | 1 |
| Allegis Investment Services, LLC | Idaho Falls, ID | May 2014 - Apr 2019 | 4 |
| Allegis Investment Advisers, Llc Fka Bowengroup Advisors, LLC | Idaho Falls, ID | May 2012 - Apr 2019 | 6 |
| Signator Financial Services, Inc. | North Logan, UT | Jul 2010 - Jun 2014 | 3 |
| Symetra Investment Services, Inc. | Bellevue, WA | Jul 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management2,872MILLIONS
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Total Number of Accounts13,027ACCOUNTS
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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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