Tanner Jay Betts
Professional Summary
Tanner Jay Betts, who also goes by Tanner Betts, is a registered financial advisor currently at INTELLUS ADVISORS, LLC located in Naples, Florida. Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Tanner has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tanner Betts
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Videos & Posts
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
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Disclosures on record.
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AUSDAL FINANCIAL PARTNERS, INC.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Current Firm
INTELLUS ADVISORS WEALTH MANAGEMENT | INTELLUS ADVISORS, LLC
Contact Information
Main Address
8625 Tamiami Trail N. Suite 301, Naples, FL 34108Phone Number
(239) 649-3600# of Employees
15SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,462AUM (Assets Under Management)
$1,350,450,329Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
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.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Primary Firm SEC Registration
INTELLUS ADVISORS WEALTH MANAGEMENT | INTELLUS ADVISORS, LLC
State Registrations and Notice Filings
(11/8/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
CRS (Client Relationship Summary) - RIA
Click below to view Tanner Jay Betts's CRS (Customer Relationship Summary).
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
