Diversified Financial Consultants, LLC

Diversified Financial Consultants, LLC (CRD# 123859) is a financial advisory firm headquartered in Wilmington, DE. They serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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.

DE, MD, NJ, PA, TX

Financial Advisors at Diversified Financial Consultants, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David P. Levy
CRD#: 5356917
2200 Concord Pike, Suite 104, Wilmington, DE 19803
96
Wealthminder
score

David Levy (CRD# 5356917) is an Investment Advisor Representative working at Diversified Financial Consultants, LLC in Wilmington, DE and has over 8 years of experience in the finance industry. David Levy 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
Andrew S. Rosen
CRD#: 4722997
2200 Concord Pike, Suite 104, Wilmington, DE 19803
96
Wealthminder
score

Andrew Rosen (CRD# 4722997) is an Investment Advisor Representative working at Diversified Financial Consultants, LLC in Wilmington, DE and has over 12 years of experience in the finance industry. Andrew Rosen 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
Kyle Hill
CRD#: 4250662
205 Philadelphia Pike, Wilmington, DE 19809
93
Wealthminder
score

Kyle Hill (CRD# 4250662) is an Investment Advisor Representative working at Diversified Financial Consultants, LLC in Wilmington, DE and has over 15 years of experience in the finance industry.

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