Diversified Financial

Diversified Financial (CRD# 164604) is a financial advisory firm headquartered in Scotts Valley, CA. They manage $21,347,501 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
108 Whispering Pines Drive, Suite 130, Scotts Valley, CA 95066
http://www.difi.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $410,529
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Diversified Financial
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Byfield, financial advisor Scotts Valley CA
Christopher A. Byfield
CRD#: 5656013
108 Whispering Pines Drive, Suite 130, Scotts Valley, CA 95066

Christopher Byfield (CRD# 5656013) is an Investment Advisor Representative working at Diversified Financial in Scotts Valley, CA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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