Christine Vu
Investment adviser representative at Diversify Advisory Services, LLC
18 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
18 years in the industry.
- Diversify Advisory Services, LLCJul 2026 to now
- Dfpg Investments, LLCJul 2026 to now
- Live Oak Investment PartnersJan 2021 to Jul 2026
- Cantella & Co., Inc.Jan 2021 to Jul 2022
- Raymond James & Associates, Inc.Oct 2016 to Jan 2021
- Tys Franchise LLCJul 2008 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6278412
- Firm CRD
- 326060