John Lady, financial advisor Greenville SC

John Lady

CRD Number: 2045202
Current Firm: Diversify Advisory Services, LLC

John Lady (CRD# 2045202) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Greenville, SC and has over 24 years of experience in the finance industry.

Similar Advisors
Danielle Harmon, financial advisor Greenville SC
Danielle D. Harmon
CRD# 5253310
Boundless Financial
Similar Advisors
Robert Allamon, financial advisor Greenville SC
Robert E. Allamon
CRD# 6162753
Brookstone Wealth Advisors, LLC
Similar Advisors
Stacey Allan, financial advisor Greenville SC
Stacey J. Allan
CRD# 5633227
Northwestern Mutual Investment Services,llc
Professional Designations
Company Name Location Dates Years
Dfpg Investments, Inc, South Jordan, UT Jul 2016 - Current 7
Providence Wealth Advisors Greenville, SC Sep 2008 - Current 15
Vsr Financial Services, Inc. Overland Park, KS Sep 2008 - Jul 2016 7
Vsr Advisory Services Overland Park, KS Sep 2008 - Jul 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for John T. Lady
Phone Number: 801-838-9999
Registered State(s):
  • SC
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.