Advisor at Diversified Investment 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
Diversified Investment Services LLC
Location
Durham, NC 27705
Credentials
Series 63, Series 66
Industry experience
24 years
John Bland is a financial advisor with Diversified Investment Services LLC in Durham, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Blackridge Asset Management LLC and Commonwealth Financial Network. Bland is also a licensed insurance agent offering insurance product sales alongside his advisory services. Diversified Investment Services LLC provides portfolio management and financial planning to individual and high-net-worth clients, utilizing a range of analysis methods and investment strategies. The firm offers discretionary management, regular portfolio monitoring, and quarterly reporting, with portfolios that may include mutual funds, ETFs, fixed income, real estate funds, annuities, and non-U.S. securities.
Based on Diversified Investment Services LLC
Based on Diversified Investment Services LLC
Financial planning fixed fees range from $50 to $250
0.0% to 2.0% annually (negotiable)
3200 Croasdaile Drive, Suite 402
Durham, NC 27705
North Carolina · Texas
Blackridge Asset Management LLC
2017 - 2017 (1 year)
Commonwealth Financial Network
2014 - 2017 (3 years)
Diversified Investment Services LLC
2012 - Present (14 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63
Durham, NC
Chris C Crenshaw Financial Services, LLC
PFS™, Series 65
Durham, NC
Reliance Financial Group, Inc.
Series 63, Series 65
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J. Pierre Masse
CFP®, Series 65
Durham, NC
Lazarus Financial Planning
CFP®, Series 66
Chapel Hill, NC
Cardinal Wealth Partners, LLC
CFP®, Series 65
Durham, NC
Portolan Financial Planning LLC
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