Darcy Wadsworth (CRD# 4252453) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Summerland Key, FL and has over 23 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.
CRD# 4697383
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6125652
Newedge Advisors
CRD# 2727266
Money Concepts Advisory Service
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intelligence Driven Advisers, LLC | Carlsbad, CA | Dec 2018 - Current | 5 |
| Ocean Equity Partners, LLC | Big Pine Key, FL | Jun 2017 - Current | 6 |
| Ez Dz It, Inc. | Summerland Key, FL | Apr 2005 - Current | 19 |
| Labrum Wealth Management, LLC | Carlsbad, CA | Oct 2009 - Mar 2019 | 9 |
| Gradient Securities, LLC | Murrieta, CA | Mar 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
- CA
- FL
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Total Assets Under Management978MILLIONS
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Total Number of Accounts1,002ACCOUNTS
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Average Account Value$975,943
- 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, HI, IA, IL, IN, LA, MI, NE, NM, OH, OR, TN, TX, UT, VA, WI
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