Diversified Wealth Management Solutions, LLC

Diversified Wealth Management Solutions, LLC (CRD# 170327) is a financial advisory firm headquartered in Fresno, CA. They manage $56,700,000 in 238 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7948 N. Maple Ave, Suite 107, Fresno, CA 93720
https://www.facebook.com/diversifiedwealthms/
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $238,235
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Diversified Wealth Management Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Alcorn, financial advisor Fresno CA
Mark P. Alcorn
CRD#: 4834967
7948 N. Maple Ave, Suite 107, Fresno, CA 93720
Mark Alcorn (CRD# 4834967) is an Investment Advisor Representative working at Diversified Wealth Management Solutions, LLC in Fresno, CA and has over 11 years of experience in the finance industry. Mark Alcorn 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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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