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James O'neal Mitchell

Diversify Advisory Services, LLC

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About James O'neal Mitchell

James O'neal Mitchell is a financial advisor with Diversify Advisory Services, LLC. James has been working in the financial services industry since 2003. James specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. James is registered with the state of Alabama.

Firm Information

James Mitchell 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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James Mitchell’s Registration & Firm History

UT

01/08/2024 - Present

Diversify Advisory Services, LLC (SANDY UT)

AL

04/18/2017 - 06/07/2020

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Decatur AL)

AL

05/16/2008 - 04/18/2017

TRIAD ADVISORS, INC. (DECATUR AL)

TX

08/03/2007 - 05/15/2008

VERITRUST FINANCIAL, LLC (AUSTIN TX)

AL

04/02/2007 - 08/06/2007

MORGAN STANLEY & CO., INCORPORATED (HUNTSVILLE AL)

AL

11/06/2003 - 04/02/2007

MORGAN STANLEY DW INC. (HUNTSVILLE AL)

GA

04/10/2003 - 10/07/2003

CONSUMER CONCEPTS INVESTMENTS, INC. (AUSTELL GA)

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Licenses & Designations

BOTH

Issued 02/06/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James O'neal Mitchell.
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