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
Joseph R. Lum
CRD#: 6308634
12657 Alcosta Boulevard, Suite 500, San Ramon, CA 94583
101
Wealthminder
score

Joseph Lum (CRD# 6308634) is an Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER™ professional working at Intersect Capital LLC in San Ramon, CA and has over 6 years of experience in the finance industry.

2
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 31 years of experience in the finance industry.

3
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 17 years of experience in the finance industry.

4
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 12 years of experience in the finance industry.

5
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 19 years of experience in the finance industry.

6
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 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.