BK
CFP

Brian Ashley King

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
105 advisors
Number of Clients
3,698 clients
Average Client Portfolio
$867K average
Assets Under Management
$3.2B

Fee Structure

Diversify Advisory Services, LLC charges fees for financial planning, corporate consulting, multi-family office services, and portfolio/investment management services. Fees for financial planning and corporate consulting are negotiated. Family Office clients can engage Diversify as a fixed fee based on project or pay an annual fee for services. Sub-advisory accounts are charged an Advisory Fee negotiated between the client and the IAR, subject to a maximum annual rate of 1.75% plus a Management Fee of 0.25%.

Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Loading...

Advisor Information

Office location

9017 S Riverside Dr., Suite 210, Sandy, UT, 84070

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2022
Denied
Other Business ActivitiesSells Insurance

Brian provides financial planning advice as a Certified Financial Planner through Global Wealth Partners Inc and owns several property-related LLCs. He also works as an insurance agent, selling fixed and term insurance and fixed annuity products, and is the CEO/President of Camden Corporation Inc, a personal corporation for payroll and retirement plan administration.

Employment History
Current Registrations
Diversify Advisory Services, LLC
December 2023 - Present · 2 yrs 1 mo
Dfpg Investments, LLC
December 2015 - Present · 10 yrs 1 mo
Dfpg Investments, LLCBroker
December 2015 - Present · 10 yrs 1 mo
Previous Registrations
Dfpg Investments, LLC
December 2015 - February 2024 · 8 yrs 2 mos
First Allied Advisory Services, INC.
July 2012 - December 2015 · 3 yrs 5 mos
First Allied Securities, INC.Broker
February 2010 - December 2015 · 5 yrs 10 mos
First Allied Securities, INC.
February 2010 - July 2012 · 2 yrs 5 mos
Metlife Securities INC.
March 2002 - February 2010 · 7 yrs 11 mos
Metlife Securities INC.Broker
February 2002 - February 2010 · 8 yrs
Metropolitan Life Insurance CompanyBroker
February 2002 - July 2007 · 5 yrs 5 mos
Prudential Securities IncorporatedBroker
February 2001 - February 2002 · 1 yr
Pruco Securities Corporation Broker
December 1998 - March 2001 · 2 yrs 3 mos
State Registrations24 states
AZCAFLGAHIIDILMAMEMIMNMOMTNCNJNVNYORPASCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Ashley King - Financial Advisor | AdvisorDiscover