Eddie Ghabour
Investment adviser representative at Diversify Wealth Management, LLC
26 yearsExperience
2 statesRegistered in
$4.1BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Diversify Wealth Management, LLCApr 2024 to now
- Dfpg Investments, LLCOct 2022 to now
- Kestra Advisory Services, LLCMar 2017 to Oct 2022
- Wfg AdvisorsMar 2011 to Mar 2017
- National Life of VermontDec 2000 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (DE, NH).
Diversify Wealth Management, LLC
$4.1BAssets managed
4,857Clients
78Advisers
2 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
- 3069984
- Firm CRD
- 329878