Alfred L. Mcintosh

MCINTOSH CAPITAL ADVISORS

Los Angeles, CA 90064-5602

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CRD#: 1375444

Professional summary

Alfred Lee Mcintosh, CFP® is a registered financial advisor currently at MCINTOSH CAPITAL ADVISORS, INC. located in Los Angeles, California.

Alfred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Alfred has worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Life Transitions

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Women's Financial Planning Iss...

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MCINTOSH CAPITAL ADVISORS, LLC 9911 W. PICO BOULEVARD, 8TH FLOOR LOS ANGELES, CA 90035 FINANCIAL PLANNING PRINCIPAL 60 PER MONTH 48 PER MONTH DURING SECURITIES TRADING HOURS I PROVIDE FINANCIAL PLANNING CONSULTATION INCLUDING BUT NOT LIMITED TO ASSET ALLOCATION, BUDGETING, TAX ANALYSIS, ESTATE PLANNING, INVESTMENT ANALYSIS, RETIREMENT INCOME PLANNING AND RISK/REWARD ANALYSIS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfred Lee Mcintosh's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

June 24, 2004 - Present

MCINTOSH CAPITAL ADVISORS, INC.

Office #1: 2566 Overland Ave. Suite 695, Los Angeles, CA 90064-5602

RIA

CRD#: 131188

Los Angeles, CA

Past

October 21, 1996 - June 2, 1999

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

October 31, 1991 - October 25, 1996

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

May 19, 1987 - February 5, 1990

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

July 26, 1985 - January 30, 1987

FIDELITY DISTRIBUTORS CORPORATION

CRD#: 6848

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/24/2004)

IAR

Texas
(12/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/6/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/19/1986

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/25/1985

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MCINTOSH CAPITAL ADVISORS, INC.

MCINTOSH CAPITAL ADVISORS, INC. | MCINTOSH CAPITAL ADVISORS, LLC

CRD#: 131188 / SEC#:

California

Registered Investment Advisory firm - (6/24/2004 Approved)

Texas

Registered Investment Advisory firm - (12/12/2022 Conditional Restricted)

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Contact information

Main Address

2566 Overland Ave. Suite 695, Los Angeles, CA 90064-5602

Mailing Address

Phone number

(310) 470-4056

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	178
AUM (Assets Under Management)	$ 45,349,363

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Alfred L. Mcintosh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfred Lee Mcintosh's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCINTOSH CAPITAL ADVISORS, INC.

LPL FINANCIAL LLC

QUEST CAPITAL STRATEGIES, INC.

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 8/6/1985

Series 7

Date: 7/19/1986

Series 6

Date: 7/25/1985

Current Firm

MCINTOSH CAPITAL ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCINTOSH CAPITAL ADVISORS, INC.

TRUST BUT VERIFY

Contact information

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