Thomas
Kay
Intervest International, Inc
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About this Advisor
Thomas Kay is a financial advisor who works in Colorado Springs, Colorado with 4 years of industry experience. Kay is currently employed by Intervest International, Inc. Over the course of their career, Kay has held roles at World Financial Group, Safe Guard Dental, Celtic Health Ins, Humana Health Insurance, Aetna Insurance, Blue Cross & Blue Sheild, Aflac, Transamerica Financial Advisors, Inc, Washington National Insurance Company, Simply Health Care, Humana Health Care Plans and Intervest International Equities Corp. Kay has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Intervest International, Inc is a business operating out of Colorado Springs, CO. The investment advisory business has offices in 20 locations and a total of 23 employees. It manages $74 million in assets under management across its 612 accounts, making it one of the smaller investment advisory firms in the country by assets under management. The business offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees billed by Intervest International, Inc can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intervest International, Inc Brokerage Details
$74,433,191
23
612
$121,623
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Thomas Kay Work History
Thomas has been registered as a financial advisor for 4 years.*
Intervest International Equities Corp
Washington National Insurance Company
Safe Guard Dental
Humana Health Insurance
Aetna Insurance
World Financial Group
Transamerica Financial Advisors, Inc
Simply Health Care
Humana Health Care Plans
Transamerica Financial Advisors, Inc
Celtic Health Ins
Blue Cross & Blue Sheild
Aflac
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Kay 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 Intervest International, Inc
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Berkeley, CA
Summerville, SC
Colorado Springs, CO
Mcallen, TX
Allison Park, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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