Advisor at Diversify Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Diversify Advisory Services, LLC
Location
Decatur, AL
Credentials
Series 66
Industry experience
22 years
Fixed fees up to $25,000 per Family Office project or fixed annual fees up to $100,000
$0 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
Commission earned by IARs for insurance and brokerage products sold in separate capacity
Hourly fees for financial planning and consulting
Performance-based compensation received by Diversify as solicitor for private fund managers
Account minimum: $500,000 Fee-only: Fixed or hourly fees for financial planning and consulting
DFPG Investments, LLC
2020 - Present (6 years)
BFC Planning, Inc.
2017 - 2020 (3 years)
Berthel Fisher & Company Financial Services, Inc.
2017 - 2020 (3 years)
Triad Advisors, Inc.
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 66
Madison, AL
Edward Jones
Series 66
Madison, AL
Edward Jones
Series 66
Madison, AL
Edward Jones
CFP®, ChFC®, Series 66
Athens, AL
Edward Jones
Series 66
Decatur, AL
Edward Jones
Series 63, Series 65
Madison, AL
Merrill
Frank Drake is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been a financial advisor for over 30 years and joined Merrill Lynch in 2007. Frank specializes in helping clients define long-term financial goals and develop customized investment strategies that align with their personal and professional lives. His approach involves a disciplined process that aims to provide a consistent and personalized wealth management experience. He conducts regular reviews with clients to monitor progress and adjust strategies as needed to reflect any life or business changes. Frank holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Consultant℠ (CIMC) designation. He earned a Bachelor of Science degree in Business and Management from the University of Maryland. In addition to his financial career, Frank is retired from the U.S. Navy Reserve as a Senior Chief Petty Officer after 26 years of service on active duty and reserve. He is an active member of the Madison Rotary Club and has served as President of the Spring Lake-Brielle Rotary Club. Frank also volunteers with local food banks. Outside of his professional activities, he enjoys cooking, golfing, and reading.
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