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William Elliott Torrance

Investment adviser representative at Diversified, LLC
12 yearsExperience
1 stateRegistered in
$2.8BFirm 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 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

12 years in the industry.

  1. Diversified, LLCAug 2024 to now
  2. Diversified Enterprises, LLC dba Diversified, LLCJul 2024 to now
  3. Self EmployedDec 2023 to Jul 2024
  4. Brookstone Wealth AdvisorsJan 2022 to Aug 2023
  5. Iams Wealth ManagementJan 2021 to Jan 2022
  6. Pinnacle Financial ServicesSep 2019 to Dec 2023
  7. Part-time UnemploymentJan 2019 to Sep 2019
  8. Allstate Insurance BrokerageJan 2016 to Dec 2018
  9. Allianz Gameplan FinancialMay 2014 to Jun 2018
  10. Gameplan FinancialJan 2014 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
4142040
Firm CRD
331709
Advisor's SEC record (opens in a new tab)
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