Jeffrey Schulz (CRD# 5470980) is an Investment Advisor Representative working at Integrity Advisory Solutions in Tampa, FL and has 1 year of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrity Advisory Solutions | Burlington, NC | Sep 2023 - Current | < 1 |
| Premier Futureguard | Argyle, TX | Nov 2020 - Current | 3 |
| Burlington Alliance Capital Management, LLC | Burlington, NC | Jul 2022 - Aug 2023 | 1 |
| Self Employed - Physical Therapy | Argyle, TX | Nov 2015 - Jan 2021 | 5 |
| Direct Solar Of America | Argyle, TX | Sep 2019 - Oct 2020 | 1 |
| Weichert Realtors | Argyle, TX | May 2015 - Nov 2015 | < 1 |
| Home Care Providers Of Texas | Dallas, TX | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- FL
- NC
- TX
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts783ACCOUNTS
-
Average Account Value$188,376
- 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
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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