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Featured Business Financial Advisor in Wilmington, DE
Wilmington Financial Advisors
Diversified, LLC
2200 Concord Pike, Suite 104
Wilmington, DE 19803
(302) 765-3500
“Experience Lifelong Wealth”
Advisor Profile
David Levy, CFP
Name:  David Levy, CFP
Phone Number:  (302) 765-3500
Website:  Visit Website

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

CRD#:    5356917
Firm CRD#:    123859
States Willing to do Business in:   
Years of Experience in Financial Services:    11
Number of Years with Current Firm:    11
I work with the following types of clients:    Individual Investors, Businesses
 

Services

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

Qualifications & Memberships

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

Firm Information

Firm's Number of Clients:    550
Assets Managed by Firm:    $500,000,000
 

Compliance

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

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Flat Fee, Based on Assets
 
 
 

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