Integras Partners, LLC

Integras Partners, LLC (CRD# 172979) is a financial advisory firm headquartered in Alpharetta, GA. They manage $123,952,291 in 548 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $226,190
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
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.

FL, GA, TX

Financial Advisors at Integras Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Albert S. Browning
CRD#: 3126567
3180 North Point Parkway, Suite 102, Alpharetta, GA 30005
96
Wealthminder
score

Albert Browning (CRD# 3126567) is an Investment Advisor Representative working at Integras Partners, LLC in Alpharetta, GA and has over 19 years of experience in the finance industry. Albert Browning 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
Brenda C. Dunn
CRD#: 2496968
3180 North Point Parkway, Suite 102, Alpharetta, GA 30005
96
Wealthminder
score

Brenda Dunn (CRD# 2496968) is an Investment Advisor Representative working at Integras Partners, LLC in Alpharetta, GA and has over 23 years of experience in the finance industry. Brenda Dunn 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
Keith D. Johnson
CRD#: 1666714
3180 North Point Parkway, Suite 102, Alpharetta, GA 30005
93
Wealthminder
score

Keith Johnson (CRD# 1666714) is an Investment Advisor Representative working at Integras Partners, LLC in Alpharetta, GA and has over 28 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.