Noel Dacanay Villajuan
Investment adviser representative at Diversified Portfolios, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Diversified Portfolios, Inc.Jun 2023 to now
- Ford EstatesOct 2022 to Jun 2023
- Sequoia Financial Advisors, LLCJan 2019 to Oct 2022
- Sequoia Financial Group, LLCJan 2019 to Oct 2022
- Ljpr Financial AdvisorsSep 2017 to Dec 2018
- Fidelity Brokerage Services LLCMar 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
Diversified Portfolios, Inc.
Legal name: Diversified Portfolios Inc
$1.9BAssets managed
665Clients
10Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2514261
- Firm CRD
- 108942