Darcy WadsworthCRD 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.
Raymond James Financial Services Advisors, Inc.
|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|
Total Assets Under Management630MILLIONS
Total Number of Accounts831ACCOUNTS
Average Account Value$758,373
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, AZ, CA, CO, FL, GA, HI, IL, LA, MI, NC, NE, NV, TN, TX, UT, VA, WA
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