Diveley Lind & Associates LLC

Diveley Lind & Associates LLC (CRD# 109162) is a financial advisory firm headquartered in Ft. Defiance, VA. They manage $84,807,531 in 234 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $362,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Diveley Lind & Associates LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lynn M. Diveley
CRD#: 2825870
Mount Sidney, VA
96
Wealthminder
score

Lynn Diveley (CRD# 2825870) is an Investment Advisor Representative working at Diveley Lind & Associates LLC in Mount Sidney, VA and has over 20 years of experience in the finance industry. Lynn Diveley 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.

2
Carl G. Lind
CRD#: 2825868
Mount Sidney, VA
96
Wealthminder
score

Carl Lind (CRD# 2825868) is an Investment Advisor Representative working at Diveley Lind & Associates LLC in Mount Sidney, VA and has over 20 years of experience in the finance industry. Carl Lind 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.

3
Holly M. Ruff
CRD#: 4007860
Mount Sidney, VA
93
Wealthminder
score

Holly Ruff (CRD# 4007860) is an Investment Advisor Representative working at Diveley Lind & Associates LLC in Mount Sidney, VA and has over 16 years of experience in the finance industry.

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