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Michael Douglas Collins

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.

  1. Diversify Advisory Services, LLCOct 2023 to now
  2. Dfpg Investments, LLCOct 2023 to now
  3. Wells Fargo Advisors, LLCAug 2016 to Nov 2016
  4. Wells Fargo Clearing Services, LLCJun 2016 to Oct 2023

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

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

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
6697467
Firm CRD
326060
Advisor's SEC record (opens in a new tab)
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