Raleigh, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,660,301,599
ClientsTotal clients
1,982
AdvisorsAdvisors at this office
2
Of 29 advisors across 9 offices
Location
8394 Six Forks Road, Suite 204
Raleigh NC 27615
Advisors at this office
2
Advisors at this office
William B
Series 66
Raleigh, NC
Diversified, LLC
William Brisard is a financial advisor at Diversified, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, and Legacy Capital Advisors, LLC. Diversified, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and pooled investment vehicles. The firm uses a comprehensive planning process with tailored portfolio strategies and leverages third-party managers and platforms, offering both automated and manual portfolio oversight.
Arron B
Series 63, Series 65, Series 66
Raleigh, NC
Diversified, LLC
Arron Brisard is a financial advisor at Diversified, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Cetera Investment Advisers LLC, Legacy Capital Advisors, and LPL Financial. Brisard is also a partner at Legacy Capital Advisors, where he engages in wealth planning, financial planning, retirement planning, and investment management. Diversified, LLC serves a broad client base including individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm offers comprehensive financial planning and portfolio management services, utilizing both discretionary and non-discretionary strategies, third-party managers, and a variety of platforms such as Zoe Financial.
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