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NI

Noah C. Intara

RICHMOND, CA
Some features on this profile are disabled
CRD#: 5399192
NI
Noah Clemence Intara

Professional summary


Noah Clemence Intara, who also goes by Noah Clemence Intara, Noah Intara Zim, was a registered financial advisor .

Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Noah had worked at 5 firms and has passed the Series 65, Series 66, Series 31 and Series 7 exams.

At a Glance


Always Fiduciary

Aliases


Noah Clemence Intara | Noah Intara Zim

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 15, 2026 - Present

RICHMOND, CA
Past

January 4, 2023 - January 28, 2025

S.B. VALUE PARTNERS, L.P.

RIA
CRD#: 139162
Bozeman, MT
Past

September 4, 2012 - September 30, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
PETALUMA, CA
Past

August 31, 2012 - September 30, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
PETALUMA, CA
Past

September 3, 2008 - September 4, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SAN RAFAEL, CA
Past

September 3, 2008 - September 4, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SAN RAFAEL, CA
Past

October 25, 2007 - July 18, 2008

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
SAN RAFAEL, CA
Past

October 2, 2007 - July 18, 2008

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
SAN RAFAEL, CA

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
(7/15/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/30/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/19/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 11/1/2007
Futures Managed Funds Examination
General Industry/Product Exam

Current firm


No current employment

Red Flags


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

Company Information


No current employment

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