John Bland
John Bland is a registered investment advisor at Diversified Investment Services LLC, based in Durham, NC, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 157 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DIS offers ongoing portfolio management services. The annual fee is a percentage of your total assets under management. The exact percentage is negotiable and outlined in the Investment Advisory Contract. There is a minimum and maximum annual fee, but the specific amounts are not listed in this brochure. You can end the agreement within five business days for a full refund. After that, you can generally end the agreement with 15 days' written notice.
Location
3200 Croasdaile Drive, Suite 402, Durham, NC, 27705
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
April 2017Customer Dispute
December 2016Employment Separation After Allegations
September 2009Customer Dispute
March 2006Other Business ActivitiesSells Insurance
John is a licensed insurance agent involved in insurance product sales since December 2023. This activity is investment-related.
Employment History
Current Registrations
Diversified Investment Services LLC
Previous Registrations
Blackridge Asset Management, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
LPL Financial Corporation
LPL Financial CorporationBroker
Edward JonesBroker
State Registrations2 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.