Best Investors Account Sign in
Inactive

Charles Chadwick Campbell

Diversify Wealth Management, LLC

Lewes, DE

South Jordan, UT

Diversify Advisory Services, LLC

Lewes, DE

South Jordan, UT

Claim This Profile
Current Employers
Diversify Wealth Management, Llc

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-04-15
DE RA APPROVED 2024-04-09
  • NH RA
    APPROVED
    Since 2025-04-15
  • DE RA
    APPROVED
    Since 2024-04-09

Branch Locations

33718 Wescoats Road Suite C, Lewes, DE 19958 • United States

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Diversify Advisory Services, Llc

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2023-09-26
TX RA APPROVED 2023-09-26
  • DE RA
    APPROVED
    Since 2023-09-26
  • TX RA
    APPROVED
    Since 2023-09-26

Branch Locations

33718 Wescoats Road Suite C, Lewes, DE 19958 • United States

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • 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
Walton Corporation Newark DE 01/2016 02/2020
Key Advisors Group Llc Lewes DE 03/2020 Present
Dfpg Investments, Llc Sandy UT 10/2022 Present
  • 01/2016 → 02/2020
    Walton Corporation
    Newark, DE
  • 03/2020 → Present
    Key Advisors Group Llc
    Lewes, DE
  • 10/2022 → Present
    Dfpg Investments, Llc
    Sandy, UT
Previous Registrations
  • 2022-10-21 → 2024-02-08
    Dfpg Investments, Llc
    Dover, DE
    Sandy, UT
  • 2020-10-23 → 2022-10-21
    Kestra Advisory Services, Llc
    Austin, TX
    Lewes, DE
    Dover, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-23
S63 Uniform Securities Agent State Law Examination 1998-05-28
  • S65 Uniform Investment Adviser Law Examination
    2020-10-23
  • S63 Uniform Securities Agent State Law Examination
    1998-05-28
Other Names
  • Chad Campbell

View on SEC IAPD

Other Firms

METZ CAPITAL MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
DAKOTA WEALTH, LLC
LPL FINANCIAL LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ANDREW METZ
KIRSTEN Julia LOPEZ
Coty Tyler Schnake
CRAIG JOSEPH LUSCO
DONALD J STEGALL
LARRY JOSEPH MURPHY
MICHAEL BLAND JOHNSON
KATHLEEN MARY RYAN

Other Offices

METZ CAPITAL MANAGEMENT LLC · LEWES, DE
METZ CAPITAL MANAGEMENT LLC · LEWES, DE
METZ CAPITAL MANAGEMENT LLC · Lewes, DE
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LEWES, DE
OSAIC WEALTH, INC. · LEWES, DE
DAKOTA WEALTH, LLC · LEWES, DE
LPL FINANCIAL LLC · LEWES, DE
EDWARD JONES · LEWES, DE

More in Lewes, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor