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James R
Series 63, Series 65
Windsor, CO
Diversify Advisory Services, LLC
James Raine is a financial advisor at Diversify Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at DFPG Investments, Inc., Questar Capital Corporation, and Principal Life Insurance. Raine is also a partner at Rocky Mountain Wealth Advisors and has experience as an insurance agent providing fixed annuities and various insurance products. Diversify Advisory Services, LLC offers investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach utilizing a variety of investment models and strategies across multiple platforms.
Stephen P
ChFC®, Series 63
Windsor, CO
Diversify Advisory Services, LLC
Stephen Patterson II is a financial advisor with Diversify Advisory Services, LLC, holding the ChFC® and Series 63 designations and 15 years of industry experience. His prior roles include positions at The Leaders Group, Inc., BFC Planning, Inc., Securities Management and Research, Inc., and American National Insurance Company. He is a partner in Rocky Mountain Wealth Advisors, an investment management and advisory business based in Windsor, Colorado. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a combination of internal models and third-party solutions across multiple platforms and a broad array of investment instruments and strategies.
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