Intelligence Driven Advisers, LLC
Intelligence Driven Advisers, LLC (CRD# 299589) is a financial advisory firm headquartered in Carlsbad, CA. They manage $977,894,615 in 1,002 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management978MILLION
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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
David Brasfield (CRD# 2729792) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Scottsdale, AZ and has over 24 years of experience in the finance industry.
Jordie Czapinski (CRD# 5304232) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Carlsbad, CA and has over 15 years of experience in the finance industry.
Darren Evans (CRD# 4018120) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Scottsdale, AZ and has over 23 years of experience in the finance industry.
Frank Gesuale (CRD# 1571597) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Faranak Gott (CRD# 6345364) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Carlsbad, CA and has over 6 years of experience in the finance industry.
Alex Klingensmith (CRD# 5976863) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Carlsbad, CA and has over 12 years of experience in the finance industry.
Jason Labrum (CRD# 3129980) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Carlsbad, CA and has over 24 years of experience in the finance industry.
Richard Labrum (CRD# 2226394) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Murrieta, CA and has over 31 years of experience in the finance industry.
Bonnie Moseley (CRD# 3005074) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Fort Worth, TX and has over 26 years of experience in the finance industry.
Thomas Ohanesian (CRD# 6726993) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Carlsbad, CA and has over 7 years of experience in the finance industry.