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).

Current Firm Details
2792 Gateway Road, Carlsbad, CA 92009
https://plus.google.com/110642924824556661527
By the Numbers
  • Total Assets Under Management
    978
    MILLION
  • Total Number of Accounts
    1,002
    ACCOUNTS
  • Average Account Value
    $975,943
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, HI, IA, IL, IN, LA, MI, NE, NM, OH, OR, TN, TX, UT, VA, WI

Financial Advisors at Intelligence Driven Advisers, LLC
Showing 11 - 17 of 17 top financial advisors.
11
Robert Paterson, financial advisor Carlsbad CA
Robert E. Paterson
CRD#: 5878267
2792 Gateway Road, Carlsbad, CA 92009

Robert Paterson (CRD# 5878267) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Carlsbad, CA and has over 13 years of experience in the finance industry.

12
Darcy Wadsworth, financial advisor Summerland Key FL
Darcy J. Wadsworth
CRD#: 4252453
Summerland Key, FL

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.

13
Roderick Hays, financial advisor Fort Worth TX
Roderick R. Hays
CRD#: 7340818
420 Throckmorton Street, Fort Worth, TX 76102

Roderick Hays (CRD# 7340818) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Fort Worth, TX and has over 3 years of experience in the finance industry.

14
Derek Long, financial advisor Murrieta CA
Derek Long
CRD#: 7790533
25220 Hancock Ave., Suite 310, Murrieta, CA 92562

Derek Long (CRD# 7790533) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Murrieta, CA and has 1 year of experience in the finance industry.

15
Brian Peterson, financial advisor Carlsbad CA
Brian C. Peterson
CRD#: 5587913
2792 Gateway Road, Carlsbad, CA 92009

Brian Peterson (CRD# 5587913) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Carlsbad, CA and has over 2 years of experience in the finance industry.

16
David Reyes, financial advisor Carlsbad CA
David B. Reyes
CRD#: 7497075
2792 Gateway Road, Carlsbad, CA 92009

David Reyes (CRD# 7497075) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Carlsbad, CA and has 1 year of experience in the finance industry.

17
Samuel Wheeler, financial advisor Carlsbad CA
Samuel B. Wheeler
CRD#: 4981660
2792 Gateway Road, Carlsbad, CA 92009

Samuel Wheeler (CRD# 4981660) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Carlsbad, CA and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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