Ryan Smith (CRD# 4340304) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 20 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diversify Advisory Services, LLC | Sandy, UT | Jul 2023 - Current | < 1 |
| Diversify, Inc. | South Jordan, UT | Sep 2013 - Current | 10 |
| Dfpg Investments, Inc. | South Jordan, UT | May 2011 - Current | 12 |
| Dfpg Insurance, Inc. | South Jordan, UT | Sep 2004 - Current | 19 |
| Cedar Crest Advisors, LLC | S. Jordan, UT | Nov 2014 - Apr 2018 | 3 |
| Ljcooper Capital Management | Orem, UT | Oct 2011 - Oct 2014 | 3 |
| Dfp Lending, Inc. | South Jordan, UT | Sep 2004 - Jul 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- UT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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