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Lauren Parente Stapleton

Diversify Advisory Services, LLC

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About Lauren Parente Stapleton

Lauren Stapleton is a financial advisor registered with Diversify Advisory Services, LLC, a firm headquartered in Sandy, Utah. Lauren is licensed in several states including California, Texas, Colorado, Idaho, Iowa, Nevada, New Jersey, New York, and Oregon. Lauren has been in the financial services industry since 2020 and holds the Series 66, Series 7TO, and SIE licenses. Lauren specializes in financial planning, selection of other advisors, and portfolio management for businesses and individuals. Lauren also holds a Fixed Insurance Agent license in California.

Firm Information

Lauren Stapleton 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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Lauren Stapleton’s Registration & Firm History

CA

10/03/2023 - Present

Diversify Advisory Services, LLC (SANTA ROSA CA)

CA

06/04/2020 - 11/03/2022

WELLS FARGO CLEARING SERVICES, LLC (SANTA ROSA CA)

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Licenses & Designations

BOTH

Issued 06/26/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/26/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Parente Stapleton.
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