Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kearsley? Claim Your ProfileKearsley Barton Lewis is an Investment Advisor Representative at Intellus Advisors, LLC. Kearsley has been in the financial industry since 1995 and has a wide range of experience working with individuals, businesses, charitable organizations, and pension and profit-sharing plans. Intellus Advisors, LLC provides a variety of financial planning and investment management services. The firm is based in Naples, Florida and has a strong commitment to providing personalized advice to its clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
10/30/2024 - Present
Intellus Advisors, LLC (NAPLES FL)
FL
01/13/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NAPLES FL)
FL
08/02/1996 - 01/25/2006
LEGG MASON WOOD WALKER, INCORPORATED (NAPLES FL)
MA
09/21/1995 - 08/20/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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