David
Brasfield

Intelligence Driven Advisers, LLC

CRD#2729792
Investment Advisor
in Scottsdale, AZ

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About this Advisor

David Brasfield is a financial advisor based in Scottsdale, Arizona, working with Intelligence Driven Advisers, LLC. David has previously held positions at Hightower Advisors, LLC, Hightower Securities, LLC, Intelligence Driven Advisers, LLC, and Ldintelligence LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, David is part of Intelligence Driven Advisers, LLC, which operates out of Scottsdale, Arizona. The firm has 3 offices and 18 employees. The firm manages assets totaling $977.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Intelligence Driven Advisers, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14646 N. Kierland Boulevard, Suite 125
Scottsdale, AZ 85254

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Intelligence Driven Advisers, LLC Brokerage Details

Total Assets Under Management

$977,894,615

AZ Average: $7,578,581,321
Total Number of Employees

18

AZ Average: 43
Total Number of Accounts

1,002

AZ Average: 3,727
Average Account Size

$975,943

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

David Brasfield Work History

2019 - Present (5 years)

Intelligence Driven Advisers, LLC

2017 - Present (7 years)

Ldintelligence LLC

2012 - 2018 (6 years)

Hightower Advisors, LLC

2012 - 2018 (6 years)

Hightower Securities, LLC

Disclosures

Please visit the SEC profile of David Brasfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Intelligence Driven Advisers, LLC

Bonnie Moseley
Fort Worth, TX
Roderick Hays
Fort Worth, TX
Faranak Gott
Carlsbad, CA
David Reyes
Carlsbad, CA
Frank Gesuale
Scottsdale, AZ
Darren Evans
Scottsdale, AZ
Monique Jaramillo
Carlsbad, CA
Robert Paterson
Carlsbad, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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