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Featured Business Financial Advisor in Wilmington, DE
Wilmington Financial Advisors
Diversified, LLC
2200 Concord Pike, Suite 104
Wilmington, DE 19803
“Experience Lifelong Wealth”
Advisor Profile
David Levy, CFP
Name:  David Levy, CFP

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better.

At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

Lifelong Wealth is the pursuit of financial security to enjoy a meaningful life. For us, the keyword here is "lifelong". Lifelong Wealth gives families the opportunity to live well, while planning to achieve a level of happiness. For your life, living well happens through an intentional, lifelong approach which includes:

1. Knowing you have a lifelong financial planning process in place; lifelong advice. 2. Having a trusted advisory team to implement your plan. 3. Constant review and help on your path to lifelong wealth.

At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong financial planning with the expert team to support it.
 

General Information

Firm CRD#:    123859
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
CRD#:    5356917
Years of Experience in Financial Services:    14
Number of Years with Current Firm:    14
 

Services

Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:    Video Conference, Via email, Via phone, At my office
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    Series 66, Series 65, Series 63, Series 7
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER" Certificant, CFP®
 

Firm Information

Assets Managed by Firm:    $500,000,000
Firm's Number of Clients:    550
Assets Managed by Advisor:    Over $650M
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Flat Fee
Fee Structure:    Fee-Based
 
 
 

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