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Nicholson G

Series 63, Series 65

Orem, UT

Diversify Advisory Services, LLC

Nicholson Garrett is a financial advisor with Diversify Advisory Services, LLC in Orem, Utah, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Orchard Securities, LLC and teaching positions at Utah Valley University and Dixie State University. Outside of finance, he occasionally works as an actor and model with Stars Talent Studio in Utah. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and consulting services. The firm uses a tactical diversification approach with customized asset allocation and offers a variety of investment options, including alternatives and structured products.

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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