Diversified Consumer Planning LLC
Diversified Consumer Planning LLC (CRD# 151869) is a financial advisory firm headquartered in , . They manage $4,277,829 in 20 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Diversified Consumer Planning LLC
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts20ACCOUNTS
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Average Account Value$213,891
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, MI
Financial Advisors at Diversified Consumer Planning LLC
1
Christopher Meyers (CRD# 4420328) is an Investment Advisor Representative working at Diversified Consumer Planning LLC in Virginia Beach, VA and has over 14 years of experience in the finance industry.
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