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Alex Michael Deck

Diversify Advisory Services, LLC

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About Alex Michael Deck

Alex Michael Deck is an investment advisor representative with Diversify Advisory Services, LLC. Alex has been in the industry since July 4, 2020 and has held several positions with other firms in the past. Alex is licensed in Pennsylvania and has passed the Series 63, Series 65, and Series 6TO exams. Alex is a partner in a rental property company and provides multi-line insurance services through 1847 Financial. Alex works with individuals, corporations, and pension and profit sharing plans.

Firm Information

Alex Deck is currently registered with Diversify Advisory Services, LLC. Diversify Advisory Services, LLC is a registered investment advisor headquartered in Sandy, UT, with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm, with over 81 licensed agents and 127 registered representatives, manages over $2.8 billion in assets and offers various advisory services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
Diversify Advisory Services, LLC

9017 S RIVERSIDE DR.

SANDY, UT 84070

$2.87B

Assets Under Management

30

Total Clients

106

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alex Deck’s Registration & Firm History

UT

12/15/2023 - Present

Diversify Advisory Services, LLC (SANDY UT)

PA

06/12/2020 - 12/13/2022

HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)

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Licenses & Designations

IA

Issued 10/29/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alex Michael Deck.
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