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Mitchell George Plant

Diversify Advisory Services, LLC

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About Mitchell George Plant

Mitchell Plant is a financial advisor with Diversify Advisory Services, LLC in Sandy, UT. Mitchell is licensed to provide financial advice in Utah. Prior to joining Diversify Advisory Services, LLC Mitchell worked at FIDELITY BROKERAGE SERVICES LLC and WELLS FARGO CLEARING SERVICES, LLC. Mitchell's specialties include financial planning, selection of other advisers, portfolio management for businesses and individuals.

Firm Information

Mitchell Plant 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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Mitchell Plant’s Registration & Firm History

UT

01/12/2024 - Present

Diversify Advisory Services, LLC (SALT LAKE CITY UT)

UT

05/21/2021 - 01/11/2023

FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)

UT

03/06/2020 - 01/25/2021

WELLS FARGO CLEARING SERVICES, LLC (SANDY UT)

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Licenses & Designations

BOTH

Issued 06/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/06/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/13/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mitchell George Plant.
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