Intrepid Advisor Resources

Business Services · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

9820 Northcross Center Ct Ste 117, Hunte...

Phone Number

(704) 237-3633

Revenue

<$5 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Intrepid Advisor Resources

Intrepid Advisor Resources is dedicated to empowering financial advisors by providing operational support and professional development services. The company offers a comprehensive range of capabilities to help advisors manage their clients' assets with a high level of security. Intrepid aims to give advisors the independence and tools they need to thrive in their business while maintaining a personal relationship with them. Their target clients are financial advisors seeking more control and support in serving their clients and planning for the future.Explore more
Popular SearchesIntrepid Advisor ResourcesIntrepid Advisor Resources LLCSagepoint Financial IncSIC Code 87,874NAICS Code 54,541Show more

Intrepid Advisor Resources Org Chart

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Founded In

Top Executive

Intrepid Advisor Resource...

<$5M
1-10
Private
-
2004
<$5M
11-50
Private
-
1997
DB
Douglas BeckFounder & CEO & Director, Supervisory Operations
<$5M
11-50
Private
<$5M
1996
JB
James BogdanChief Financial Officer
<$5M
1-10
Private
-
2021
Dana Pollard, Chief Executive Officer & Principal at Lumitas Wealth Strategies
Dana PollardCEO & Principal
<$5M
11-50
Private
-
2016
JA
Joshua AllenPartner - CEO
<$5M
1-10
Private
-
-
PP
Patricia PosadaDirector, Compliance
<$5M
1-10
Private
-
2012
SW
Samuel WestermannFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Intrepid Advisor Resources is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Intrepid Advisor Resources is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Intrepid Advisor Resources.

Intrepid Advisor Resources Tech Stack

A closer look at the technologies used by Intrepid Advisor Resources

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Frequently Asked Questions Regarding Intrepid Advisor Resources

What is Intrepid Advisor Resources's official website?
Intrepid Advisor Resources's official website is www.joinintrepid.com
What is Intrepid Advisor Resources's Revenue?
Intrepid Advisor Resources's revenue is <$5 Million
What is Intrepid Advisor Resources's SIC code?
Intrepid Advisor Resources's SIC: 87,874
What is Intrepid Advisor Resources's NAICS code?
Intrepid Advisor Resources's NAICS: 54,541
How many employees does Intrepid Advisor Resources have?
Intrepid Advisor Resources has 1-10 employees
What industry does Intrepid Advisor Resources belong to?
Intrepid Advisor Resources is in the industry of: Business Services, Project Management
What is Intrepid Advisor Resources competition?
Intrepid Advisor Resources top competitors include: Five Star Financial Resources, Terramar Wealth, LifePlans Financial & Insurance Services, Lumitas Wealth Strategies
What technology does Intrepid Advisor Resources use?
Some of the popular technologies that Intrepid Advisor Resources uses are: Smarsh, BlueHost
How do I contact Intrepid Advisor Resources?
Intrepid Advisor Resources contact info: Phone number: (704) 237-3633 Website: www.joinintrepid.com
What does Intrepid Advisor Resources do?

Intrepid Advisor Resources is dedicated to empowering financial advisors by providing operational support and professional development services. The company offers a comprehensive range of capabilities to help advisors manage their clients' assets with a high level of security. Intrepid aims to give advisors the independence and tools they need to... thrive in their business while maintaining a personal relationship with them. Their target clients are financial advisors seeking more control and support in serving their clients and planning for the future.Read More

Is Intrepid Advisor Resources a public company?
Intrepid Advisor Resources is private company therefore does not currently have an official ticker symbol
See more information about Intrepid Advisor Resources

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