Best Investors Account Sign in
Employer firm

Diversified Financial Advisors, LLC CRD 118261

$586M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Diversified Financial Advisors, Llc

14323 South Outer Forty Rd Suite 210 South, Town And Country, MO 63017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2017-04-20
  • CA RA
    APPROVED_RES
    Since 2017-04-20

Branch Locations

14323 South Outer Forty Rd Suite 210 South, Town And Country, MO 63017 • United States

6548 S. Bright Ave, Whittier, CA 90601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Printing Imaging Assocation Of Georgia Atlanta GA 02/2011 02/2017
Piasc Insurance Services Inc Los Angeles CA 03/2017 01/2018
Hendersons Insurance Agency Whittier CA 01/2018 Present
  • 02/2011 → 02/2017
    Printing Imaging Assocation Of Georgia
    Atlanta, GA
  • 03/2017 → 01/2018
    Piasc Insurance Services Inc
    Los Angeles, CA
  • 01/2018 → Present
    Hendersons Insurance Agency
    Whittier, CA
Other Businesses

Insurance Services- Non Investment Related Business located at 5800 Southern Eastern Avenue #400, Los Angeles, CA. Working 40 hours as Insurance Agent for Property Casualty Insurance Sales.

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Town And Country, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor