Unclaimed
Landon Wray is an investment advisor representative with Diversify Wealth Management, LLC in Orem, Utah. Landon is registered in Utah and Texas as an Investment Advisor Representative (IAR). Landon Wray has experience in the financial services industry since 2013.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
UT
03/05/2024 - Present
Diversify Wealth Management, LLC (OREM UT)
IA
Issued 02/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Landon Wray is the right advisor for you? Invested Better is here to help.