Janet Zorko, financial advisor Loveland OH

Janet Zorko

CRD Number: 4876924
Current Firm: Integrity Wealth Management, LLC

Janet Zorko (CRD# 4876924) is an Investment Advisor Representative working at Integrity Wealth Management, LLC in Loveland, OH and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Integrity Wealth Management, LLC Loveland, OH Sep 2004 - Current 19
Integrity Realty Management, LLC Loveland, OH Feb 2005 - Aug 2018 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for Janet S. Zorko
Phone Number: 513-633-8370
Firm Website: https://www.iwmcfp.net
Registered State(s):
  • CA
  • IL
  • IN
  • OH
Current Firm Details
Integrity Wealth Management, LLC
Firm's CRD Number: 130422
By the Numbers
  • Total Assets Under Management
    72
    MILLIONS
  • Total Number of Accounts
    293
    ACCOUNTS
  • Average Account Value
    $244,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, IL, IN, OH

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