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Joseph Albert Ghabour

DIVERSIFY ADVISORY SERVICES
LEWES, DE
·CRD# 4546873·24 years experience

Professional Summary

Joseph Albert Ghabour, who also goes by Joey Ghabour, is a registered financial advisor currently at DIVERSIFY ADVISORY SERVICES, LLC located in Lewes, Delaware and DIVERSIFY WEALTH MANAGEMENT, LLC located in Lewes, Delaware. Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Joseph has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Joey Ghabour

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

24 years in the financial services industry

Current & Past Employments

DIVERSIFY ADVISORY SERVICES, LLC·CRD# 326060
RIA
33718 Wescoats Road Suite C, Lewes, DE 19958
September 26, 2023 - Present
DIVERSIFY WEALTH MANAGEMENT, LLC·CRD# 329878
RIA
33718 Wescoats Road Suite C, Lewes, DE 19958
April 9, 2024 - Present
DFPG INVESTMENTS, LLC·CRD# 155576
RIA
Lewes, DE
October 21, 2022 - January 2, 2024
KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
Lewes, DE
March 20, 2017 - October 21, 2022
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Lewes, DE
March 20, 2017 - October 21, 2022
WFG ADVISORS, LP·CRD# 125073
RIA
Lewes, DE
March 17, 2011 - March 21, 2017
WFG INVESTMENTS, INC.·CRD# 22704
BD
Lewes, DE
March 17, 2011 - March 21, 2017
EQUITY SERVICES, INC.·CRD# 265
RIA
Berlin, MD
February 17, 2006 - March 17, 2011
EQUITY SERVICES, INC.·CRD# 265
RIA
Berlin, MD
September 24, 2002 - February 14, 2006
EQUITY SERVICES, INC.·CRD# 265
BD
Berlin, MD
July 3, 2002 - March 17, 2011

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Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#

Current Firm

DA
DIVERSIFY ADVISORY SERVICES, LLC

ADVANCED WEALTH STRATEGIES GROUP | WESTRIDGE WEALTH STRATEGIES | WESTERMAN FINANCIAL | THS PRIVATE FAMILY OFFICE | THE CRESTWELL GROUP | SPARK FINANCIAL SERVICE | SERRATELLI FINANCIAL GROUP | ROCKY MOUNTAIN WEALTH ADVISORS | RIVER FINANCIAL GROUP | RESILIENT WEALTH MANAGEMENT | PROVIDENCE WEALTH ADVISORS | PLATINUM WEALTH GROUP | PATTERSON FINANCIAL SOLUTIONS | PARKVIEW WEALTH ADVISORS | NUCLEUS FINANCIAL GROUP | MINSKY FINANCIAL GROUP, LLC | MARCH FORWARD | LONGHORN FINANCIAL | LIVE OAK INVESTMENT PARTNERS | KLK CAPITAL MANAGEMENT, LLC | KEY ADVISORS WEALTH MANAGEMENT LLC | INVENTA WEALTH ADVISORS | INPAC WEALTH | ICONA WEALTH | HARDING FINANCIAL & INSURANCE | GROVE WEALTH ADVISORS | GRIFFIN WEALTH PARTNERS | GRADY CAPITAL GROUP | GOMEZ CORP | GLOBAL WEALTH PARTNERS, INC. | GLIDE FINANCIAL GROUP | GEN 1 FINANCIAL | FULCRUM INVESTMENT SERVICES | FIRST FINANCIAL CENTER OF DALLAS | FINANCIAL RESOURCES INC. | EVERGREEN ADVISOR GROUP | DIVERSIFY, INC. | DIVERSIFY ADVISORY SERVICES, LLC | DIVERSIFY ADVISOR NETWORK | DARK HORSE PRIVATE WEALTH | CITY CENTER WEALTH ADVISORS | CIPOLLA FINANCIAL ADVISORS | CAPATA FINANCIAL | BUTLER FINANCIAL ADVISORS | BRIDGE EQUITIES | BOSTON WEALTH ADVISOR GROUP | ASHLAND PACIFIC | ANIMAS CAPITAL MANAGEMENT LLC

CRD#: 326060 / SEC#: 801-128675
RIA
Registered Investment Advisory firm - SEC (8/31/2023 Approved)

Contact Information

Main Address

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095

Phone Number

(801) 890-7577

# of Employees

206

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAS WRAP BROCHURE (3/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

12,951

AUM (Assets Under Management)

$4,648,787,397

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/09/2026Cover PageReport
09/25/2024Cover PageReport

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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.

Business Name: Key Advisors Group, LLC. Investment Related: Yes Address: 33718 Wescoats Road, Suite C Lewes DE 19958 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial advisor Start Date: 3/20/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Meet with clients, discuss/review investment allocations, perform reviews & other services related to financial planning. Also conduct education workshops.Business Name: Kestra Advisory Services, LLC. Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor / Wealth Advisor Start Date: 3/20/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Provide various investment advise, such as asset allocation, income & distribution planning. Meet with clients to continually monitor their personal financial situation & advise on various financial matters.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DA
DIVERSIFY ADVISORY SERVICES, LLC

ADVANCED WEALTH STRATEGIES GROUP | WESTRIDGE WEALTH STRATEGIES | WESTERMAN FINANCIAL | THS PRIVATE FAMILY OFFICE | THE CRESTWELL GROUP | SPARK FINANCIAL SERVICE | SERRATELLI FINANCIAL GROUP | ROCKY MOUNTAIN WEALTH ADVISORS | RIVER FINANCIAL GROUP | RESILIENT WEALTH MANAGEMENT | PROVIDENCE WEALTH ADVISORS | PLATINUM WEALTH GROUP | PATTERSON FINANCIAL SOLUTIONS | PARKVIEW WEALTH ADVISORS | NUCLEUS FINANCIAL GROUP | MINSKY FINANCIAL GROUP, LLC | MARCH FORWARD | LONGHORN FINANCIAL | LIVE OAK INVESTMENT PARTNERS | KLK CAPITAL MANAGEMENT, LLC | KEY ADVISORS WEALTH MANAGEMENT LLC | INVENTA WEALTH ADVISORS | INPAC WEALTH | ICONA WEALTH | HARDING FINANCIAL & INSURANCE | GROVE WEALTH ADVISORS | GRIFFIN WEALTH PARTNERS | GRADY CAPITAL GROUP | GOMEZ CORP | GLOBAL WEALTH PARTNERS, INC. | GLIDE FINANCIAL GROUP | GEN 1 FINANCIAL | FULCRUM INVESTMENT SERVICES | FIRST FINANCIAL CENTER OF DALLAS | FINANCIAL RESOURCES INC. | EVERGREEN ADVISOR GROUP | DIVERSIFY, INC. | DIVERSIFY ADVISORY SERVICES, LLC | DIVERSIFY ADVISOR NETWORK | DARK HORSE PRIVATE WEALTH | CITY CENTER WEALTH ADVISORS | CIPOLLA FINANCIAL ADVISORS | CAPATA FINANCIAL | BUTLER FINANCIAL ADVISORS | BRIDGE EQUITIES | BOSTON WEALTH ADVISOR GROUP | ASHLAND PACIFIC | ANIMAS CAPITAL MANAGEMENT LLC

CRD#: 326060 / SEC#: 801-128675
RIA
Registered Investment Advisory firm - SEC (8/31/2023 Approved)

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.
IAR
Delaware
(9/26/2023)
IAR
Texas
(9/26/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2002About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2002About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Joseph Albert Ghabour's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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