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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Intersect Capital Insurance Services, LLC 4 years, 3 months Aug 2015 - Present
INTERSECT CAPITAL LLC fka Financial Horizons Wealth BuildingSAN RAMON, CA 5 years, 5 months Jun 2014 - Present
Financial Horizons-Wealth Building Strategies LLC 5 years, 5 months Jun 2014 - Present
True Capital Management, LLC 3 years, 2 months Apr 2011 - Jun 2014
Sanford C. Bernstein & Co., LLC 1 year, 3 months Jan 2010 - Apr 2011
Alliancebernstein Investments, Inc. 3 years, 3 months Oct 2006 - Jan 2010
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Joseph R. Mclean?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 15, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 28, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Intersect Capital LLC

Last updated on March 18, 2019
    • $668.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 397
      Accounts
    • $1.7M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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