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William Carroll Parente

Diversify Advisory Services, LLC

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About William Carroll Parente

William Parente is an investment advisor representative with Diversify Advisory Services, LLC and has been working in the financial industry since March 11, 1984. He is registered with FINRA and has been approved by the state of California. William has a Series 7 and Series 63 license. William has previous experience at WELLS FARGO CLEARING SERVICES, LLC and MORGAN STANLEY & CO. INCORPORATED. William specializes in financial planning, portfolio management for individuals and businesses, and selecting other advisors. William is also a board member of the LAMBDA CHI ALPHA SLO HOUSING BOARD.

Firm Information

William Parente 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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William Parente’s Registration & Firm History

UT

10/03/2023 - Present

Diversify Advisory Services, LLC (SANDY UT)

CA

02/13/2009 - 11/03/2022

WELLS FARGO CLEARING SERVICES, LLC (SANTA ROSA CA)

CA

04/02/2007 - 02/17/2009

MORGAN STANLEY & CO. INCORPORATED (SANTA ROSA CA)

CA

03/12/1984 - 04/02/2007

MORGAN STANLEY DW INC. (SANTA ROSA CA)

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Licenses & Designations

BC

Issued 03/26/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Carroll Parente.
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