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Andrew Richard Hauber

Diversify Advisory Services, LLC

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About Andrew Richard Hauber

Andrew Hauber is a financial advisor with over 15 years of experience in the industry. Andrew is registered with Diversify Advisory Services, LLC and specializes in financial planning, investment management, and retirement planning. Andrew has a broad range of experience working with individuals, families, and businesses. Andrew is dedicated to helping clients achieve their financial goals.

Firm Information

Andrew Hauber 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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Andrew Hauber’s Registration & Firm History

PA

02/15/2024 - Present

Diversify Advisory Services, LLC (Conshohocken PA)

PA

03/16/2015 - 10/27/2022

HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)

PA

01/02/2015 - 03/23/2015

METLIFE SECURITIES INC. (NEWTOWN PA)

PA

08/21/2007 - 01/02/2015

NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)

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Licenses & Designations

IA

Issued 02/12/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/12/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Andrew Richard Hauber. Review regulatory record here.
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