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Tanner Jay Betts

Intellus Advisors, LLC

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About Tanner Jay Betts

Tanner Jay Betts is a financial advisor with Intellus Advisors, LLC. Tanner has been in the financial services industry since 2018 and has experience providing financial advice to individuals, families, and businesses. Tanner is registered with the state of Florida and holds the Series 66, Series 7, and SIE licenses. Tanner’s areas of expertise include financial planning, pension consulting, and portfolio management. Tanner is committed to helping clients achieve their financial goals.

Firm Information

Tanner Betts is currently registered with Intellus Advisors, LLC. Intellus Advisors, LLC is a registered investment advisor based in Naples, Florida. They offer a variety of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. They also select other advisors for clients. Intellus Advisors, LLC has over $1 billion in regulatory assets under management and serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans.
Intellus Advisors, LLC

8889 PELICAN BAY BLVD. N.

NAPLES, FL 34108

$1.16B

Assets Under Management

Not reported

Total Clients

7

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Tanner Betts’s Registration & Firm History

FL

11/08/2024 - Present

Intellus Advisors, LLC (NAPLES FL)

FL

08/08/2018 - 12/16/2022

LINCOLN INVESTMENT (Tallahassee FL)

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Licenses & Designations

BOTH

Issued 09/06/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Tanner Jay Betts.
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