Diversified Investment Services LLC
Diversified Investment Services LLC (CRD# 288689) is a financial advisory firm headquartered in Durham, NC. They manage $26,000,000 in 141 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Diversified Investment Services LLC
By the Numbers
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Total Assets Under Management26MILLION
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Total Number of Accounts141ACCOUNTS
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Average Account Value$184,397
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, TX
Financial Advisors at Diversified Investment Services LLC
1
John Bland (CRD# 4455075) is an Investment Advisor Representative working at Diversified Investment Services LLC in Durham, NC and has over 22 years of experience in the finance industry.
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