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Bonnie Jean Moseley

Intelligence Driven Advisers, LLC

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About Bonnie Jean Moseley

Bonnie Mosely is a financial advisor currently working with Intelligence Driven Advisers, LLC. Bonnie has been working in the financial services industry since 1998 and has a proven track record of success. Bonnie is also a Certified Financial Planner™ professional. Bonnie is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.

Firm Information

Bonnie Moseley is currently registered with Intelligence Driven Advisers, LLC. Intelligence Driven Advisers, LLC is a Carlsbad, California-based investment advisory firm that provides a range of financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, individuals, charitable organizations, pension and profit-sharing plans, and insurance companies. The firm manages approximately $977,894,615 in assets for over 1,000 clients.
Intelligence Driven Advisers, LLC

2792 GATEWAY ROAD

CARLSBAD, CA 92009

$977.89M

Assets Under Management

76

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bonnie Moseley’s Registration & Firm History

TX

01/03/2019 - Present

Intelligence Driven Advisers, LLC (FORT WORTH TX)

CA

04/20/2004 - 02/07/2008

TD AMERITRADE, INC. (SAN DIEGO CA)

MO

09/13/2001 - 03/30/2004

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

MO

10/27/1998 - 09/04/2001

EDWARD JONES (ST. LOUIS MO)

OH

03/25/1998 - 07/11/2000

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

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Licenses & Designations

IA

Issued 04/21/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bonnie Jean Moseley.
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