Daniel
Luke
Diversify Advisory Services, LLC
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About this Advisor
Daniel Luke is a financial advisor based in Sandy, Utah, working with Diversify Advisory Services, LLC. Daniel has previously held positions at Dfp Lending, Inc, Ljcooper Capital Management, LLC, Luke Family Properties, LLC, Dfpg Investments, Inc, Diversify Wealth Management, Diversify, Inc, Rain Life Home Loans, Bridge Equities Advisors, LLC, Cedar Crest Advisors, LLC, and Diversify Insurance, Inc. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Utah. Currently, Daniel is part of Diversify Advisory Services, LLC, which operates out of Sandy, Utah. The firm has 27 offices and 156 employees. The firm manages assets totaling $2.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Diversify Advisory Services, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
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Diversify Advisory Services, LLC Brokerage Details
$2,872,027,172
156
13,027
$220,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Daniel Luke Work History
Rain Life Home Loans
Diversify Wealth Management
Diversify, Inc
Dfpg Investments, Inc
Diversify Insurance, Inc
Luke Family Properties, LLC
Cedar Crest Advisors, LLC
Bridge Equities Advisors, LLC
Ljcooper Capital Management, LLC
Dfp Lending, Inc
Disclosures
Please visit the SEC profile of Daniel Luke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Diversify Advisory Services, LLC
Sandy, UT
Sandy, UT
Sandy, UT
Los Angeles, CA
Sandy, UT
Sandy, UT
Pittsburgh, PA
Sandy, UT
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
