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S. Peter Park

Diversify Advisory Services, LLC

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About S. Peter Park

S. Peter Park is an investment advisor representative with Diversify Advisory Services, LLC. S. Peter Park has been working in the financial industry for over 10 years, and holds licenses in Illinois and Texas. S. Peter Park has worked at several firms including Edward Jones, Charles Schwab & Co., Inc., and LPL Financial LLC. S. Peter Park also serves as a board member of Hucul Express Inc / DBA Division Truck Driving School. S. Peter Park is registered with the Securities and Exchange Commission and is subject to their regulations.

Firm Information

S. Park 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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S. Park’s Registration & Firm History

IL

07/16/2024 - Present

Diversify Advisory Services, LLC (Bolingbrook IL)

IL

11/11/2021 - 07/18/2024

LPL FINANCIAL LLC (BOLINGBROOK IL)

IL

01/05/2016 - 11/16/2021

CHARLES SCHWAB & CO., INC. (Naperville IL)

IL

09/23/2014 - 12/10/2015

EDWARD JONES (DOWNERS GROVE IL)

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Licenses & Designations

BOTH

Issued 11/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for S. Peter Park.
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