Arron Isaac Brisard
Investment adviser representative at Diversified, LLC
19 yearsExperience
1 stateRegistered in
$2.8BFirm assets
2 yearsFirm in business
Are you Arron Isaac Brisard? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Diversified, LLCJul 2026 to now
- Cetera Investment Advisers LLCSep 2025 to Jul 2026
- Cetera Wealth Services, LLCSep 2025 to Jul 2026
- Legacy Capital Advisors, LLCOct 2021 to Jul 2026
- Avantax Advisory ServicesOct 2021 to Sep 2025
- Avantax Insurance Agency, LLCOct 2021 to Sep 2025
- Avantax Investment Services, IncOct 2021 to Sep 2025
- Ifg Advisory, LLCFeb 2015 to Oct 2021
- LPL Financial, LLCSep 2007 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NC).
Diversified, LLC
Legal name: Diversified Enterprises, LLC
$2.8BAssets managed
2,002Clients
29Advisers
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
- 3199772
- Firm CRD
- 331709