Integrated Financial Solutions, Pllc
Integrated Financial Solutions, Pllc (CRD# 291326) is a financial advisory firm headquartered in Mesa, AZ. They manage $76,427,297 in 244 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management76MILLION
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Total Number of Accounts244ACCOUNTS
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Average Account Value$313,227
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, TX, WI
Roric Griffith (CRD# 2783261) is an Investment Advisor Representative working at Integrated Financial Solutions, Pllc in Mesa, AZ and has over 26 years of experience in the finance industry.
Sean Harris (CRD# 4523517) is an Investment Advisor Representative working at Integrated Financial Solutions, Pllc in Scottsdale, AZ and has over 21 years of experience in the finance industry.
Robert Smith (CRD# 4640693) is an Investment Advisor Representative working at Integrated Financial Solutions, Pllc in Scottsdale, AZ and has over 21 years of experience in the finance industry.
Joseph Weber (CRD# 4556745) is an Investment Advisor Representative working at Integrated Financial Solutions, Pllc in Mesa, AZ and has over 21 years of experience in the finance industry.