AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JB

John C. Bland

DIVERSIFIED INVESTMENT SERVICES
Durham, NC 27705
Some features on this profile are disabled
CRD#: 4455075
JB

Professional summary

John Charles Bland is a registered financial advisor currently at DIVERSIFIED INVESTMENT SERVICES LLC located in Durham, North Carolina.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Charles Bland's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 31, 2017 - Present

DIVERSIFIED INVESTMENT SERVICES LLC

Office #1: 3200 Croasdaile Drive Suite 402, Durham, NC 27705
RIA
CRD#: 288689
Durham, NC
Past

May 16, 2017 - May 19, 2017

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA
CRD#: 277085
HILLSBOROUGH, NC
Past

January 15, 2014 - April 26, 2017

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
DURHAM, NC
Past

January 15, 2014 - April 26, 2017

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
DURHAM, NC
Past

September 22, 2009 - February 12, 2014

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
DURHAM, NC
Past

September 22, 2009 - February 12, 2014

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
DURHAM, NC
Past

August 21, 2006 - October 5, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
DURHAM, NC
Past

April 8, 2005 - October 5, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
DURHAM, NC
Past

November 20, 2001 - April 13, 2005

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(7/31/2017)
IAR
Texas
(1/12/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/17/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/8/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/26/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/25/2005
General Securities Principal Examination

Current Firm

DI
DIVERSIFIED INVESTMENT SERVICES LLC
DIVERSIFIED INVESTMENT SERVICES | DIVERSIFIED INVESTMENT SERVICES LLC

CRD#: 288689 / SEC#:

North Carolina
Registered Investment Advisory firm - (7/28/2017 Approved)
Texas
Registered Investment Advisory firm - (1/12/2021 Conditional Restricted)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3200 Croasdaile Drive Suite 402, Durham, NC 27705
Mailing Address
Phone number
(919) 382-3366
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts157
AUM (Assets Under Management)$ 29,300,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DIVERSIFIED INVESTMENT SERVICES LLC

CRD#: 288689Durham, NC 27705

TRUST BUT VERIFY

Monitor John Bland

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert M. Wyrick, Jr.
Robert Wyrick, Jr.AdvisorCheck Check Mark
POST OAK PRIVATE WEALTH ADVISORS
IAR
Houston, TX
Blake David Flanders
Blake FlandersAdvisorCheck Check Mark
MOMENTUM WEALTH PLANNING
IAR
ESTERO, FL
JA
Jared AdamsAdvisorCheck Check Mark
SMITH, BROWN & GROOVER, INC.
PR
MACON, GA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.