Intersect Capital LLC

Intersect Capital LLC (CRD# 122418) is a financial advisory firm headquartered in San Ramon, CA. They manage $309,299,313 in 264 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $1,171,588
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX, UT, WA

Financial Advisors at Intersect Capital LLC
Showing 1 - 6 of 6 top financial advisors.
1
Dennis C. Blodgett
CRD#: 1443590
12667 Alcosta Blvd., Suite 500, San Ramon, CA 94583
93
Wealthminder
score

Dennis Blodgett (CRD# 1443590) is an Investment Advisor Representative working at Intersect Capital LLC in San Ramon, CA and has over 30 years of experience in the finance industry.

2
Joseph R. McLean
CRD#: 4277524
12657 Alcosta Boulevard, Suite 500, San Ramon, CA 94583
93
Wealthminder
score

Joseph McLean (CRD# 4277524) is an Investment Advisor Representative working at Intersect Capital LLC in San Ramon, CA and has over 16 years of experience in the finance industry.

3
Joy A. Puyear
CRD#: 4832517
12667 Alcosta Blvd. St 500, San Ramon, CA 94583
93
Wealthminder
score

Joy Puyear (CRD# 4832517) is an Investment Advisor Representative working at Intersect Capital LLC in San Ramon, CA and has over 11 years of experience in the finance industry.

4
David W. Shiell
CRD#: 3084744
12667 Alcosta Boulevard, San Ramon, CA 94583
93
Wealthminder
score

David Shiell (CRD# 3084744) is an Investment Advisor Representative working at Intersect Capital LLC in San Ramon, CA and has over 18 years of experience in the finance industry.

5
Devin R. Blodgett
CRD#: 5549491
12657 Alcosta Boulevard, Suite 500, San Ramon, CA 94583
89
Wealthminder
score

Devin Blodgett (CRD# 5549491) is an Investment Advisor Representative working at Intersect Capital LLC in San Ramon, CA and has over 3 years of experience in the finance industry.

6
Joseph R. Lum
CRD#: 6308634
12657 Alcosta Boulevard, Suite 500, San Ramon, CA 94583
88
Wealthminder
score

Joseph Lum (CRD# 6308634) is an Investment Advisor Representative working at Intersect Capital LLC in San Ramon, CA and has over 2 years of experience in the finance industry.

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