Kathleen Intelisano
Kathleen Intelisano is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ocala, FL, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2201 SE 30th Ave, Ste 201, Ocala, FL, 34471
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen is a 25% owner, financial advisor, and branch manager at Independent Financial Partners, dedicating about half of her time to this role. She is also a partner in Macro, LLC, owning a building rented to Independent Financial Partners, and an independent contractor for Reveille Wealth Management, spending about a quarter of her time on this.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Wachovia Brokerage ServiceBroker
Central Fidelity Securities, INC.Broker
State Registrations39 states
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