Intersect Capital LLC

Intersect Capital LLC (CRD# 122418) is a financial advisory firm headquartered in San Ramon, CA. They manage $393,085,282 in 293 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    393
    MILLION
  • Total Number of Accounts
    293
    ACCOUNTS
  • Average Account Value
    $1,341,588
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.

AZ, CA, FL, LA, OR, TX, UT, WA

Financial Advisors at Intersect Capital LLC
Showing 1 - 7 of 7 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
Jonathan S. Drubner
CRD#: 6066788
12657 Alcosta Boulevard, Suite 500, San Ramon, CA 94583
96
Wealthminder
score

Jonathan Drubner (CRD# 6066788) is an Investment Advisor Representative working at Intersect Capital LLC in San Ramon, CA and has over 5 years of experience in the finance industry. Jonathan Drubner 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.

3
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 32 years of experience in the finance industry.

4
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.

5
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 13 years of experience in the finance industry.

6
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.

7
Devin R. Blodgett
CRD#: 5549491
12657 Alcosta Boulevard, Suite 500, San Ramon, CA 94583
90
Wealthminder
score

Devin Blodgett (CRD# 5549491) is an Investment Advisor Representative working at Intersect Capital LLC in San Ramon, CA and has over 5 years of experience in the finance industry.

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