Bryan Sonderby (CRD# 4829213) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Rancho Santa Fe, CA and has over 11 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dfpg Investments, Inc. | Sandy, UT | Oct 2018 - Current | 5 |
| The Crestwell Group, LLC | Rancho Santa Fe, CA | Jul 2018 - Current | 5 |
| Icm Private Client Group, Inc. | Carlsbad, CA | Jul 2014 - May 2018 | 3 |
| Sagepoint Financial, Inc. | Carslbad, CA | Jun 2016 - Nov 2016 | < 1 |
| Independent Capital Management, Inc. | San Clemente, CA | Jan 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- CA
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Total Assets Under Management2,872MILLIONS
-
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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