Arron Isaac Brisard

Employer firm

Diversified, LLC CRD 331709

$2.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 09/2007 → 10/2021
  Lpl Financial, Llc
  Raleigh, NC
• 02/2015 → 10/2021
  Ifg Advisory, Llc
  Raleigh, NC
• 10/2021 → 09/2025
  Avantax Investment Services, Inc
  Raleigh, NC
• 10/2021 → 09/2025
  Avantax Insurance Agency, Llc
  Raleigh, NC
• 10/2021 → 09/2025
  Avantax Advisory Services
  Raleigh, NC
• 09/2025 → 07/2026
  Cetera Wealth Services, Llc
  Raleigh, NC
• 09/2025 → 07/2026
  Cetera Investment Advisers Llc
  Schaumburg , IL
• 07/2026 → Present
  Diversified, Llc
  Wilmington, DE
• 10/2021 → 07/2026
  Legacy Capital Advisors, Llc
  Raleigh, NC

Previous Registrations

• 2025-09-05 → 2026-07-24
  Cetera Investment Advisers Llc
  Raleigh, NC
• 2021-10-27 → 2025-09-05
  Avantax Advisory Services
  Raleigh, NC
  Dallas, TX
• 2015-03-02 → 2021-10-26
  Ifg Advisory, Llc
  Raleigh, NC
  Atlanta, GA
• 2007-10-15 → 2016-02-03
  Lpl Financial Llc
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
• 2003-01-15 → 2003-07-24
  Cuna Brokerage Services, Inc.
  Durham, NC

Other Businesses

6/1998 Independent Licensed insurance Agent; Investment Related; Raleigh, NC; Life, Variable Life, Accident & Health or Sickness, Med Supp/ Long Term Care

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-09
• S66 Uniform Combined State Law Examination
  2003-01-11
• S63 Uniform Securities Agent State Law Examination
  1999-05-19