Experience

INTELUS Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Jan 2018 - Present

  Birmingham, Alabama Area Paraplanner at INTELUS Wealth Management, LLC Company Name INTELUS Wealth Management, LLC Dates Employed Jan 2018 – Present Employment Duration 3 mos INTELUS Wealth Management, LLC was founded by a CERTIFIED FINANCIAL PLANNER™ professional who has been in practice since 1998. The team at INTELUS has multiple CFP® practitioners who are dedicated in assisting our clients in creating, building, and protecting their wealth. The team at INTELUS has over 36 years… Show more Paraplanner at INTELUS Wealth Management, LLC Company Name INTELUS Wealth Management, LLC Dates Employed Jan 2018 – Present Employment Duration 3 mos INTELUS Wealth Management, LLC was founded by a CERTIFIED FINANCIAL PLANNER™ professional who has been in practice since 1998. The team at INTELUS has multiple CFP® practitioners who are dedicated in assisting our clients in creating, building, and protecting their wealth. The team at INTELUS has over 36 years of combined experience in the financial planning industry. At INTELUS our first priority is to assist families in growing their Net Worth. We recognize everyone has different backgrounds, preferences, opportunities, personalities, priorities, and objectives. We are dedicated in assisting clients develop a long-term action plan. Also, we recognize wealth management is a continuous process and our goal is to review your progress at least annually. We adhere to the fiduciary standard of acting in our clients’ best interests while providing holistic financial planning and wealth management advice. This page is solely for informational purposes. No advice may be rendered unless a client service agreement is in place. The financial consultants at Intelus Wealth Management are registered representatives with and securities are offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment Advice offered through Level Four Advisory Services, a registered investment adviser. Level Four Advisory Services and INTELUS Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Intelus Wealth Management are registered to do business, please visit www.inteluswm.com. Show less



Bridgeworth Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Sep 2008 - Dec 2017

  Birmingham, Alabama Area Bridgeworth, LLC is an independent Registered Investment Adviser (RIA) founded by a group of CERTIFIED FINANCIAL PLANNER™ professionals who have been in practice together since 1988. The firm consists of more than 50 advisors and staff members, each with distinct talents, abilities and areas of experience in financial planning. With more than 24 CERTIFIED FINANCIAL PLANNER™ professionals, Bridgeworth, LLC is one of the largest groups of CFP® practitioners in the region with offices in… Show more Bridgeworth, LLC is an independent Registered Investment Adviser (RIA) founded by a group of CERTIFIED FINANCIAL PLANNER™ professionals who have been in practice together since 1988. The firm consists of more than 50 advisors and staff members, each with distinct talents, abilities and areas of experience in financial planning. With more than 24 CERTIFIED FINANCIAL PLANNER™ professionals, Bridgeworth, LLC is one of the largest groups of CFP® practitioners in the region with offices in Birmingham and Huntsville. Many advisors have additional credentials including: Certified Public Accountants (CPA), Chartered Retirement Planning Counselor® designees (CRPC®), Chartered Financial Consultant® designees (ChFC®), Chartered Life Underwriter® designees (CLU®), and Chartered Financial Analyst® charterholder (CFA®). Regardless of whether you need guidance with your retirement planning, prudent asset management, assistance with education planning or leaving a legacy to your family or favorite charity, we can provide the strategies and common sense direction to work toward your goals and objectives. Our firm adheres to the fiduciary standard of acting in our clients’ interests at all times while providing a holistic financial planning and wealth management experience. Show less



First Financial Group

• Financial Planning Assistant/Paraplanner

  • Oct 1996 - Oct 2008

  Birmingham, Alabama Area 12 yrs 1 mo