Joseph Langlois
Joseph Langlois is a CFP-designated registered investment advisor at Diversify Advisory Services, LLC, based in San Jose, CA, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,698 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversify Advisory Services charges a fee based on the value of your investments. The exact fee depends on the platform and the advisor you work with. Fees are negotiable, with a maximum annual rate of 1.75% for AMS, OMS, and DMS platforms. The Wealth Accumulator Strategy has a maximum fee of 1.00%. Envestnet Portfolio Solutions has a maximum fee of 2.00%. Pontera Retirement Solutions has a maximum fee of 2.00%. These fees do not include custodial fees or underlying investment fees. Some platforms also have strategy fees.
Location
1764 the Alameda, San Jose, CA, 95126
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2022Customer Dispute
January 2019Other Business ActivitiesSells Insurance
Joseph is an insurance broker and has several business ventures, including Global Wealth Partners Investment Holdings II, J Three Enterprises, L & L Acquisitions, and real estate holdings. He also serves as the executor of his father's estate, dedicating minimal time to these activities.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Dfpg Investments, LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.