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James K

Series 63, Series 66

Lincroft, NJ

Diversify Advisory Services, LLC

James King is a financial advisor with Diversify Advisory Services, LLC and holds Series 63 and Series 66 licenses. He has eight years of industry experience and has worked at firms including B. Riley Wealth Management and Equitable Advisors. He is also involved with Griffin Wealth Partners, a financial securities business conducted through B. Riley Wealth Management. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms and offers a broad range of investment strategies and consulting services.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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