A complete list of active advisors currently associated with INTELUS Advisory Group, LLC
Warmer can help you find a great advisor at INTELUS Advisory Group, LLC or one who fits your needs even better.
INTELUS Advisory Group, LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers tiered services (Wellness, Intensive, Emerging, Investment-Only), project-based planning, and pension consulting with no stated account minimum. The firm’s investment process relies on fundamental analysis and modern portfolio theory and may include individual stocks, bonds, ETFs, options, mutual funds, private placements, margin and options strategies; portfolios are regularly monitored and rebalanced and meeting frequency varies by service tier (e.g., semiannual for Wellness, three times per year for Intensive, two times per year for Emerging, and an annual review for Investment-Only). IAG also uses third‑party managers and offers access to LPL-sponsored programs (ManagerAccess Select, ModelWealth Portfolios, Optimum Market Portfolios) when appropriate. Noteworthy for a firm of its size, the firm’s principal is also a registered representative of LPL Financial (doing business as INTELUS Wealth Management) and is an independently licensed insurance agent, and in those capacities may receive commissions or other compensation for brokerage or insurance products sold outside advisory accounts; clients are not required to use those services. The firm custodians client assets at LPL, receives platform and research support from that custodian, and manages roughly $89 million across about 290 client relationships, combining a small advisory team with access to sponsor platforms and custodial resources.
To learn more about the advisors currently working at INTELUS Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Birmingham, AL
| 27
|
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