Diversified Investment Services LLC

Diversified Investment Services LLC (CRD# 288689) is a financial advisory firm headquartered in Durham, NC. They manage $27,000,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3200 Croasdaile Drive, Suite 402, Durham, NC 27705
https://www.linkedin.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $180,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

NC, TX

Financial Advisors at Diversified Investment Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Bland, financial advisor Durham NC
John C. Bland
CRD#: 4455075
3200 Croasdaile Drive, Suite 402, Durham, NC 27705

John Bland (CRD# 4455075) is an Investment Advisor Representative working at Diversified Investment Services LLC in Durham, NC and has over 21 years of experience in the finance industry.

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