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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 LLC 2 years, 10 months Jan 2017 - Present
L & S Advisors, Inc. 4 years, 8 months May 2012 - Jan 2017
L & S Advisors, Inc. 1 year May 2012 - May 2013
Espn Road Trip 3 years, 4 months Sep 2008 - Jan 2012
Maggie Vision Productions 11 years, 11 months Sep 2000 - Aug 2012
Espy-Awards 12 years, 1 month Jun 2000 - Jul 2012
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Jonathan Scott Drubner?
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Designations & Memberships

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Articles and Answers

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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
    N/A
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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