Daniel Allan Teague
Investment adviser representative at Diversify Advisory Services, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Diversify Advisory Services, LLCSep 2023 to now
- Dfpg Investments, LLCApr 2021 to Jan 2026
- Amazon Payments, IncMay 2020 to Feb 2021
- Gradient Securities, LLCApr 2020 to Apr 2021
- U.S. BankJul 2019 to Apr 2020
- U.S. Bancorp Investments, Inc.Jan 2016 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (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
- 6206280
- Firm CRD
- 326060