Tanner J. Betts

INTELLUS ADVISORS

NAPLES, FL 34108

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CRD#: 6878227

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tanner Betts

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) - RIA

Click below to view Tanner Jay Betts's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 8, 2024 - Present

INTELLUS ADVISORS, LLC

Office #1: 8625 Tamiami Trail N. Suite 301, Naples, FL 34108

RIA

CRD#: 332883

NAPLES, FL

Past

January 4, 2023 - October 7, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Naples, FL

Past

January 3, 2023 - October 7, 2024

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Naples, FL

Past

September 28, 2018 - December 16, 2022

CAPITAL ANALYSTS

RIA

CRD#: 162200

Fort Myers, FL

Past

September 13, 2018 - December 16, 2022

LINCOLN INVESTMENT

RIA

CRD#: 519

Tallahassee, FL

Past

August 8, 2018 - December 16, 2022

LINCOLN INVESTMENT

CRD#: 519

Tallahassee, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTELLUS ADVISORS, LLC

INTELLUS ADVISORS WEALTH MANAGEMENT | INTELLUS ADVISORS, LLC

CRD#: 332883 / SEC#: 801-131142

RIA

Registered Investment Advisory firm - (9/18/2024 Approved)

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

Florida
(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

State Security Law Exam

IAR

Series 66

Date: 9/6/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2018

General Securities Representative Examination

Current Firm

INTELLUS ADVISORS, LLC

INTELLUS ADVISORS WEALTH MANAGEMENT | INTELLUS ADVISORS, LLC

CRD#: 332883 / SEC#: 801-131142

RIA

Registered Investment Advisory firm - (9/18/2024 Approved)

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Contact information

Main Address

8625 Tamiami Trail N. Suite 301, Naples, FL 34108

Mailing Address

Phone number

(239) 649-3600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTELLUS ADVISORS, LLC ADV PART 2A BROCHURE 4 22 2025 (4/22/2025)

INTELLUS ADVISORS WRAP BROCHURE 4 8 2025 (4/8/2025)

Regulatory assets under management

Total Number of Accounts	3,377
AUM (Assets Under Management)	$ 1,183,640,395

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Tanner J. Betts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner Jay Betts's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

Primary Firm SEC Registration

INTELLUS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2018

Current Firm

INTELLUS ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTELLUS ADVISORS, LLC

TRUST BUT VERIFY

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