Roland
Intia
J. W. Cole Advisors, Inc
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About this Advisor
Roland Intia is a financial advisor who works in Rolling Meadows, Illinois with a total of 2 years of relevant experience. Intia currently works for J. W. Cole Advisors, Inc. Over the course of their career, they have held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Hamp;R Block, Seafood City, Target, Keystone Alliance, Walgreens, Lakeshore Tax Consulting and J.W. Advisors, Inc. Intia maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. J. W. Cole Advisors, Inc is a registered investment company that has its headquarters in Tampa, FL. It has offices in 388 locations and a total of 521 employees. It controls $5 billion in total assets across its 24,060 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 27 charitable organizations. Of its 24,060 customer accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in investable assets. J. W. Cole Advisors, Inc provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on which service is provided. However, fee types charged by J. W. Cole Advisors, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$4,854,030,147
521
24,060
$201,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Roland Intia Work History
Roland has been registered as a financial advisor for 2 years.*
Lakeshore Tax Consulting
J.W. Advisors, Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Seafood City
Target
Walgreens
Keystone Alliance
Hamp;R Block
*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 Roland Intia 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 J. W. Cole Advisors, Inc
Tampa, FL
Tampa, FL
Metropolis, IL
Tampa, FL
Tampa, FL
Palm Bay, FL
Parkville, MD
Hudson, FL
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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