seller-profile

Andrew Rosen

Diversified, LLC

2200 Concord Pike, Suite 104

Wilmington, DE 19803

302-765-3500

Connect with Andrew

General Information

Firm Start Year

1982

No.of Employees

10-19

CRD#

4722997

Firm CRD#

123859

Name of Broker/Dealer

Securities Service Network

Name of Custodial Firm

SEI Investments

Years of Experience in Financial Services

17

Number of Years with Current Firm

10

I work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services, Financial Planning for Businesses, Education Funding and Planning, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 6, Series 63, Series 7

Insurance and Annuity Licenses

Accident, Health, Life

Firm Information

Firm's Number of Clients

700

Firm's Number of Planning Clients

650

Firm's Number of Managed Clients

700

Assets Managed by Firm

$600,000,000

Advisor's Number of Clients

300

Advisor's Number of Managed Clients

300

Advisor's Number of Planning Clients

300

Assets Managed by Advisor

$250,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Fee % Based on Assets

Varies

Additional Details on Charges

Varies based on individual client situations and asset level.

Minimum Fee Charged for Managed Accounts

N/A

Education

BS in Business Administration - Finance

University of Delaware
-

Disclosures

https://lifelongadvisors.com/wp-content/uploads/Part-2B_-Combined-ADV-2Bs-Current-Version.pdf

Disclaimer

Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Some associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Investments products and services available only to residents of: AZ, CA, CO, DC, DE, FL, GA, IL, KS, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA, & WA.