Advisors at this firm
Patrick F
Series 66
New Market, MD
Intentional
Patrick Ferguson is a financial advisor at Intentional, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. In addition to his advisory role, Ferguson is licensed to sell fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and institutions. The firm combines fundamental, technical, and economic analysis in its investment approach and offers due diligence and monitoring of alternative and private investments for qualified investors.
James R
CFP®, Series 66
Fort Mill, SC
Intentional
James Roberts is a CFP® with 18 years of experience in the financial advisory industry. He has worked at Intentional, LLC since 2022 and previously held roles at COMMUNITY WEALTH, CommonWealth Financial Network, and Cetera Advisors LLC. Roberts also conducts fixed insurance sales in his individual capacity. Intentional provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and institutions. The firm’s investment approach integrates fundamental, technical, and economic analysis and includes due diligence on alternative investments for qualified investors.
Dale R
CFP®, Series 63, Series 65
Mount Airy, MD
Intentional
Dale Rice is a CFP® with 29 years of industry experience, currently serving as an advisor at Intentional, LLC since 2022. He previously worked at Prime Wealth Management and Commonwealth Financial Network. Rice is a part owner of Rice Financial, LLC, a private entity involved in securities, advisory, and insurance business. Intentional provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and institutions. The firm’s investment approach integrates fundamental, technical, and economic analysis and includes due diligence on alternative and private investments for qualified investors.
