Eddie Ghabour
Advisor at Diversify Advisory Services, LLC — Lewes, DE
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
28 years
Location
Lewes, DE 19958
Diversify Advisory Services, LLC
Multi-team
Eddie Ghabour is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at DFPG Investments, Kestra Advisory, WFG Advisors, and National Life of Vermont. Outside of advisory work, he is involved as a member and owner of a real-estate LLC. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of portfolio management and consulting services tailored to client objectives and risk profiles.
Based on Diversify Advisory Services, LLC
Based on Diversify Advisory Services, LLC
Based on Diversify Advisory Services, LLC
Fixed project fees up to $25,000 per project; fixed annual fees up to $100,000 for Family Office services; corporate consulting fees up to $10,000
$0 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
Certain IARs may earn commissions from insurance and brokerage products sold in separate capacity
Up to $400 per hour for financial planning and consulting services
Account minimum: $500,000 Fee-only: Financial planning hourly fees up to $400/hour; fixed project fees up to $25,000 per project; fixed annual fees up to $100,000 annually
Lewes, DE
33718 Wescoats Road, Suite C
Lewes DE 19958
Advisors at this office
6
Delaware · New Hampshire · Texas
28 years of industry experience
DFPG Investments, LLC
2022 - Present • 4 years
Sandy, UT
Kestra Advisory
2017 - 2022 • 5 years
Austin, TX
WFG Advisors
2011 - 2017 • 6 years
Dallas, TX
National Life Of Vermont
2000 - 2022 • 22 years
Montpelier, VT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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