Unclaimed Profile

David Brasfield

LDINTELLIGENCE LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 63, Series 65Clean record14 years registeredLDINTELLIGENCE LLC

14646 N. KIERLAND BLVD, SCOTTSDALE, AZ 85254CRD# 2729792Firm CRD# 288253

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Brasfield · SCOTTSDALE, AZ

Registration

CRD #2729792 · LDINTELLIGENCE LLC · 14 years registered

Brand Profile

Not yet started

Career History

NEWEDGE ADVISORS

Sep 2024 – present

LDINTELLIGENCE LLC

May 2019 – Jan 2020

SCOTTSDALE, AZ

INTELLIGENCE DRIVEN ADVISERS, LLC

Feb 2019 – Sep 2024

Scottsdale, AZ

LDINTELLIGENCE LLC

Sep 2017 – Feb 2019

SCOTTSDALE, AZ

HIGHTOWER ADVISORS, LLC

Feb 2014 – Jan 2018

SCOTTSDALE, AZ

HIGHTOWER ADVISORS, LLC

Mar 2012 – Dec 2013

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · March 27, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LDINTELLIGENCE LLC

CRD 288253 · SEC 801-110781

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by LDINTELLIGENCE LLC

Per Form ADV

Selection of other advisers

Other

View all advisors at LDINTELLIGENCE LLC →

Introduction

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Frequently Asked Questions

What services does David Brasfield offer?

David Brasfield specializes in Wealth Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are David Brasfield's credentials?

David Brasfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Brasfield located?

David Brasfield is based in SCOTTSDALE, Arizona, working with LDINTELLIGENCE LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does David Brasfield charge for services?

David Brasfield's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LDINTELLIGENCE LLC?

LDINTELLIGENCE LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.

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