Integral Investment Advisors, Inc.

Integral Investment Advisors, Inc. (CRD# 146569) is a financial advisory firm headquartered in Modesto, CA. They manage $195,130,963 in 846 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    846
    ACCOUNTS
  • Average Account Value
    $230,651
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA, TX

Financial Advisors at Integral Investment Advisors, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Jodi A. Karambela
CRD#: 3155929
1111 I Street, Suite 304, Modesto, CA 95354
96
Wealthminder
score

Jodi Karambela (CRD# 3155929) is an Investment Advisor Representative working at Integral Investment Advisors, Inc. in Modesto, CA and has over 18 years of experience in the finance industry. Jodi Karambela 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
Zachary K. Davis
CRD#: 5792555
1111 I Street, Suite 304, Modesto, CA 95354
93
Wealthminder
score

Zachary Davis (CRD# 5792555) is an Investment Advisor Representative working at Integral Investment Advisors, Inc. in Modesto, CA and has over 6 years of experience in the finance industry.

3
James C. Horning
CRD#: 1707151
1111 I Street, Suite 304, Modesto, CA 95354
93
Wealthminder
score

James Horning (CRD# 1707151) is an Investment Advisor Representative working at Integral Investment Advisors, Inc. in Modesto, CA and has over 30 years of experience in the finance industry.

4
David W. Jackson
CRD#: 2166645
1111 I Street, Suite 304, Modesto, CA 95354
93
Wealthminder
score

David Jackson (CRD# 2166645) is an Investment Advisor Representative working at Integral Investment Advisors, Inc. in Modesto, CA and has over 23 years of experience in the finance industry.

5
Kristen Marinovic
CRD#: 1473689
1111 I Street, Suite 304, Modesto, CA 95354
93
Wealthminder
score

Kristen Marinovic (CRD# 1473689) is an Investment Advisor Representative working at Integral Investment Advisors, Inc. in Modesto, CA and has over 21 years of experience in the finance industry.

6
William Rackley
CRD#: 4701951
1111 I Street, Suite 304, Modesto, CA 95354
93
Wealthminder
score

William Rackley (CRD# 4701951) is an Investment Advisor Representative working at Integral Investment Advisors, Inc. in Modesto, CA and has over 13 years of experience in the finance industry.

7
Michael T. Abram
CRD#: 6469228
1111 I Street, Suite 304, Modesto, CA 95354
88
Wealthminder
score

Michael Abram (CRD# 6469228) is an Investment Advisor Representative working at Integral Investment Advisors, Inc. in Modesto, CA and has over 2 years of experience in the finance industry.

8
Pamela G. Miller-Gonzales
CRD#: 2543486
1111 I Street, Suite 304, Modesto, CA 95354
83
Wealthminder
score

Pamela Miller-Gonzales (CRD# 2543486) is an Investment Advisor Representative working at Integral Investment Advisors, Inc. in Modesto, CA and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.