Diversified Investment Strategies, LLC

Diversified Investment Strategies, LLC (CRD# 142202) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $127,790,830 in 326 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    326
    ACCOUNTS
  • Average Account Value
    $391,996
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
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.

AL, FL, LA, MS, NE, TX

Financial Advisors at Diversified Investment Strategies, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David R. McFadden
CRD#: 4813257
11939 Bricksome Ave, Baton Rouge, LA 70816
96
Wealthminder
score

David McFadden (CRD# 4813257) is an Investment Advisor Representative working at Diversified Investment Strategies, LLC in Baton Rouge, LA and has over 10 years of experience in the finance industry.

2
James L. Pope
CRD#: 3181641
11939 Bricksome Ave, Baton Rouge, LA 70816
93
Wealthminder
score

James Pope (CRD# 3181641) is an Investment Advisor Representative working at Diversified Investment Strategies, LLC in Baton Rouge, LA and has over 13 years of experience in the finance industry.

3
Kevin Vidrine
CRD#: 6133731
11939 Bricksome Ave, Baton Rouge, LA 70816
90
Wealthminder
score

Kevin Vidrine (CRD# 6133731) is an Investment Advisor Representative working at Diversified Investment Strategies, LLC in Baton Rouge, LA and has over 4 years of experience in the finance industry.

4
Shane J. Haag
CRD#: 2363899
11939 Bricksome Ave, Baton Rouge, LA 70816
83
Wealthminder
score

Shane Haag (CRD# 2363899) is an Investment Advisor Representative working at Diversified Investment Strategies, LLC in Baton Rouge, LA and has over 23 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.