Curtis Ladd, financial advisor Sandy UT

Curtis Ladd

CRD Number: 1383014
Current Firm: Diversify Advisory Services, LLC

Curtis Ladd (CRD# 1383014) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 38 years of experience in the finance industry. Curtis Ladd 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Dfpg Investments, Inc. South Jordan, UT Aug 2016 - Current 7
First Financial Center Of Dallas Dallas, TX Nov 1985 - Current 38
Vsr Financial Services, Inc. Overland Park, KS Dec 2008 - Aug 2016 7
Vsr Advisory Services Overland Park, KS Dec 2008 - Aug 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for Curtis T. Ladd
Phone Number: 801-838-9999
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,010
    MILLIONS
  • Total Number of Accounts
    10,642
    ACCOUNTS
  • Average Account Value
    $188,849
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, DE, FL, HI, IL, MO, MT, ND, NJ, NY, OR, PA, SC, TX, UT, VA

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