Laura Elizabeth Balback

Employer firm

Diversify Advisory Services, LLC CRD 326060

$4.65B regulatory AUM 40 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → 06/2019
  Scf Investment Advisors, Inc
  Fresno, CA
• 06/2012 → 12/2022
  Creative Wealth Management, Llc
  Ocean Pines, MD
• 04/2019 → 12/2022
  Cwm Advisory, Llc
  Ocean Pines, MD
• 01/2023 → Present
  Dfpg Investments, Llc
  Sandy, UT

Previous Registrations

• 2023-01-12 → 2024-01-02
  Dfpg Investments, Llc
  Lewes, DE
  South Jordan, UT
• 2019-04-26 → 2023-01-10
  Cwm Advisory, Llc
  Ocean Pines, MD
• 2018-10-05 → 2019-05-08
  Scf Investment Advisors, Inc.
  Ocean Pines, MD
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-26

Other Names

• Laura Elizabeth Bausch