Mitchell George Plant
Investment adviser representative at Diversify Advisory Services, LLC
14 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
14 years in the industry.
- Diversify Advisory Services, LLCJan 2024 to now
- Dfpg Investments, LLCFeb 2023 to now
- Butler Financial Advisors LLCJan 2023 to now
- Fidelity InvestmentsApr 2021 to Jan 2023
- Wells Fargo Clearing Services, LLCNov 2019 to Apr 2021
- University of UtahAug 2018 to Dec 2019
- Murray Heights ApartmentsOct 2017 to Jul 2018
- Wells Fargo Bank, NAJul 2017 to Apr 2021
- Salt Lake Community CollegeAug 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7202689
- Firm CRD
- 326060