Drew Faloon (CRD# 6909222) is an Investment Advisor Representative working at Intrepid Wealth Partners, LLC in Melbourne Beach, FL and has over 4 years of experience in the finance industry. Drew Faloon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 2643102
Kestra Advisory Services, LLC
CRD# 3153161
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intrepid Wealth Partners, LLC | Melbourne Beach, FL | Aug 2023 - Current | < 1 |
| Pioneer Horizons Financial, LLC | Colorado Springs, CO | Jan 2023 - Current | 1 |
| New York Life Insurance Company | Broomfield, CO | Jun 2018 - Current | 5 |
| Nylife Securities LLC | Broomfield, CO | Jun 2018 - Current | 5 |
| Eagle Strategies LLC | Colorado Springs, CO | Mar 2023 - Aug 2023 | < 1 |
| Unemployed | Colorado Springs, CO | Dec 2017 - May 2018 | < 1 |
| Fort Lewis College | Durango, CO | Sep 2015 - Dec 2017 | 2 |
| Fort Lewis College | Durango, CO | Sep 2015 - Dec 2017 | 2 |
| Ent Credit Union | Colorado Springs, CO | May 2016 - Aug 2017 | 1 |
| Mountain Capital Partners | Durango, CO | Oct 2016 - Apr 2017 | < 1 |
| Unemployed | Colorado Springs, CO | Jan 2008 - Sep 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2019 |
- CO
- FL
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts117ACCOUNTS
-
Average Account Value$358,974
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, TX
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