Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Laga is a financial advisor with Diversify Advisory Services, LLC. David has been in the financial services industry since 2008. David has a Series 65, 63, 51, 27, 24, 99TO, SIE, and 7. David's firm offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. David has a large amount of assets under management, with a focus on high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
UT
09/15/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
UT
01/26/2016 - 04/17/2018
CEDAR CREST ADVISORS, LLC (Sandy UT)
UT
04/14/2010 - 06/28/2011
ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)
WA
05/26/2008 - 12/05/2008
WESTERN AMERICA BROKERAGE LLC (ISSAQUAH WA)
UT
06/25/2007 - 08/27/2007
ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)
UT
06/30/2005 - 06/25/2007
OMNI BROKERAGE, INC. (SALT LAKE CITY UT)
IA
Issued 06/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/03/2012
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/30/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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