Charles Elmer Sorensen
Investment adviser representative at Diversify Advisory Services, LLC
14 yearsExperience
3 statesRegistered in
$4.6BFirm assets
3 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
14 years in the industry.
- Diversify Advisory Services, LLCSep 2023 to now
- Dfpg Investments, LLCFeb 2021 to now
- Ars Investment AdvisorsApr 2019 to Feb 2021
- Allegis Investment Services, LLCMay 2014 to Apr 2019
- Allegis Investment Advisers, LLC Fka Bowengroup Advisors, LLCMay 2012 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (LA, TX, UT).
Diversify Advisory Services, LLC
$4.6BAssets managed
5,322Clients
99Advisers
3 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
- 3255618
- Firm CRD
- 326060