Robin
Andersen
Diversify Advisory Services, LLC
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About this Advisor
Robin Andersen is a financial advisor based in Sandy, Utah, working with Diversify Advisory Services, LLC. Robin has previously held positions at Smart Financial, Townsquare Capital, Creative Financial Services, Alder Alarm, Self Employed North Star Guides, Youth Care, Safeguard Adolescent Services, and Dfpg Investments, LLC. Robin has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Robin 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
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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
Robin Andersen Work History
Dfpg Investments, LLC
Smart Financial
Townsquare Capital
Creative Financial Services
Alder Alarm
Self Employed North Star Guides
Youth Care
Safeguard Adolescent Services
Disclosures
Please visit the SEC profile of Robin Andersen 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
Los Angeles, CA
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Rancho Santa Fe, CA
Sandy, UT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
