Intervest International, Inc.

Intervest International, Inc. (CRD# 111516) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $39,933,048 in 356 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $112,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Intervest International, Inc.
Showing 11 - 16 of 16 top financial advisors.
11
David M. Smith
CRD#: 850797
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918

David Smith (CRD# 850797) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 40 years of experience in the finance industry.

12
David M. Smith
CRD#: 6441222
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918

David Smith (CRD# 6441222) is an Investment Advisor Representative working at Intervest International, Inc. in Colorado Springs, CO and has over 8 years of experience in the finance industry.

13
James D. Washnock
CRD#: 2911648
3402 Bemiss Rd, Valdosta, GA 31605

James Washnock (CRD# 2911648) is an Investment Advisor Representative working at Intervest International, Inc. in Valdosta, GA and has over 26 years of experience in the finance industry.

14
John D. Washnock
CRD#: 2672375
3402 Bemiss Rd, Valdosta, GA 31605

John Washnock (CRD# 2672375) is an Investment Advisor Representative working at Intervest International, Inc. in Valdosta, GA and has over 28 years of experience in the finance industry.

15
Michael J. Bunzel
CRD#: 7497968
Wauwatosa, WI

Michael Bunzel (CRD# 7497968) is an Investment Advisor Representative working at Intervest International, Inc. in Wauwatosa, WI and has 1 year of experience in the finance industry.

16
Michael P. Geraci
CRD#: 7334039
Norfolk, VA

Michael Geraci (CRD# 7334039) is an Investment Advisor Representative working at Intervest International, Inc. in Norfolk, VA and has over 2 years of experience in the finance industry.

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