Daniel Kolber is a registered investment advisor at Intellivest Securities, INC., based in Riverdale, GA, with 40 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Intellivest Securities, Inc. offers advice on general investments, publicly traded stocks, and private placements. The fees are negotiable and range from $190 to $850 per hour, depending on the project's length. They also issue special reports on a negotiated basis with fixed or hourly fees and provide charts, graphs, and formulas for evaluating securities, paid on an hourly basis or negotiated fixed fee.
Location
Riverdale, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel practices law and owns Intellivest Securities Research, Inc., which produces securities research. The filing does not specify the time commitment for either activity.
Employment History
Current Registrations
Intellivest Securities, INC.
Intellivest Securities Research, INC
Intellivest Securities, INC.Broker
Previous Registrations
Midsouth Capital, INC.Broker
Ashtin Kelly & CO.Broker
Intellivest Securities, INC.Broker
Four Seasons Securities, INC.Broker
Jackson Securities IncorporatedBroker
Norwich Securities CorporationBroker
Swanton Securities, INC.Broker
Energy Center Securities INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.