John Bland, financial advisor Durham NC

John Bland

CRD Number: 4455075
Current Firm: Diversified Investment Services LLC

John Bland (CRD# 4455075) is an Investment Advisor Representative working at Diversified Investment Services LLC in Durham, NC and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Diversified Investment Services LLC Durham, NC Mar 2012 - Current 12
Blackridge Asset Management LLC Williamsville, NY May 2017 - May 2017 < 1
Commonwealth Financial Network Wealtham, MA Jan 2014 - May 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S66 NASAA Uniform Combined State Law Examination Aug 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John C. Bland
Phone Number: 919-382-3366
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $184,397
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NC, TX

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