Elizabeth Duggan
Investment adviser representative at Intellicents Investment Solutions Inc
14 yearsExperience
1 stateRegistered in
$9.9BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Intellicents Investment Solutions IncJan 2026 to now
- Trg Financial, IncSep 2023 to Jan 2026
- Trg Advisors, IncFeb 2022 to Jan 2026
- Va Greater Los Angeles Healthcare SystemMar 2019 to Sep 2022
- Va Boston Health Care SystemNov 2017 to Mar 2019
- Kaiser PermanenteSep 2017 to Nov 2017
- Johns Hopkins HospitalAug 2016 to Sep 2017
- Trg Advisors, IncDec 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Intellicents Investment Solutions Inc
$9.9BAssets managed
8,280Clients
61Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7594286
- Firm CRD
- 107498