Darcy Wadsworth, financial advisor Big Pine Key FL

Darcy Wadsworth

CRD Number: 4252453
Current Firm: Intelligence Driven Advisers, LLC

Darcy Wadsworth (CRD# 4252453) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Big Pine Key, FL and has over 20 years of experience in the finance industry. Darcy Wadsworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Intelligence Driven Advisers, LLC Carlsbad, CA Dec 2018 - Current 2
Ocean Equity Partners, LLC Big Pine Key, FL Jun 2017 - Current 3
Ez Dz It, Inc. Summerland Key, FL Apr 2005 - Current 15
Labrum Wealth Management, LLC Carlsbad, CA Oct 2009 - Mar 2019 9
Gradient Securities, LLC Murrieta, CA Mar 2013 - Jun 2014 1
Waveland Capital Irvine, CA Oct 2011 - Dec 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Darcy J. Wadsworth
Phone Number: (888) 401-2083
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    630
    MILLIONS
  • Total Number of Accounts
    831
    ACCOUNTS
  • Average Account Value
    $758,373
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, HI, IL, LA, MI, NC, NE, NV, TN, TX, UT, VA, WA

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