Integrity Financial Advisors, LLC
Integrity Financial Advisors, LLC (CRD# 313369) is a financial advisory firm headquartered in Wenham, MA. They manage $103,623,839 in 444 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management104MILLION
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Total Number of Accounts444ACCOUNTS
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Average Account Value$233,387
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, MA, ME, NC, NH, OK, PA, TX
Lori Day (CRD# 6306856) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Simi Valley, CA and has over 10 years of experience in the finance industry.
Robert Held (CRD# 1017651) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Lower Gwynedd, PA and has over 39 years of experience in the finance industry.
Michael Koontz (CRD# 807069) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Charlotte, NC and has over 41 years of experience in the finance industry.
Leanne Martin (CRD# 4633600) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Wenham, MA and has over 21 years of experience in the finance industry.
Lacey Roberts (CRD# 4245139) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Edmond, OK and has over 22 years of experience in the finance industry.
Lincoln Foster (CRD# 5499884) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Spring House, PA and has 1 year of experience in the finance industry.
Atencio Martin (CRD# 7709709) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Kittery, ME and has 1 year of experience in the finance industry.