Integra Financial, Inc.

Integra Financial, Inc. (CRD# 113422) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $44,714,703 in 263 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $170,018
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Integra Financial, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Willis G. Ashby
CRD#: 1100189
5105 Dtc Parkway, Suite 316, Greenwood Village, CO 80111
96
Wealthminder
score

Willis Ashby (CRD# 1100189) is an Investment Advisor Representative working at Integra Financial, Inc. in Greenwood Village, CO and has over 19 years of experience in the finance industry. Willis Ashby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Keith R. Fevurly
CRD#: 4630487
5105 Dtc Parkway Suite 316, Greenwood Village, CO 80111
96
Wealthminder
score

Keith Fevurly (CRD# 4630487) is an Investment Advisor Representative working at Integra Financial, Inc. in Greenwood Village, CO and has over 13 years of experience in the finance industry. Keith Fevurly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William N. Patton
CRD#: 358105
5105 Dtc Parkway Suite 316, Greenwood Village, CO 80111
96
Wealthminder
score

William Patton (CRD# 358105) is an Investment Advisor Representative working at Integra Financial, Inc. in Greenwood Village, CO and has over 26 years of experience in the finance industry. William Patton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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