Integrated Advisors

Integrated Advisors (CRD# 283592) is a financial advisory firm headquartered in Boise, ID. They manage $22,000,000 in 120 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $183,333
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
  • 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.

ID, OR

Financial Advisors at Integrated Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Terry G. Hershey
CRD#: 3097903
155 E 50th St, Boise, ID 83714
96
Wealthminder
score

Terry Hershey (CRD# 3097903) is an Investment Advisor Representative working at Integrated Advisors in Boise, ID and has over 19 years of experience in the finance industry.

2
Drew I. Hershey
CRD#: 5349612
155 E 50th St, Boise, ID 83714
90
Wealthminder
score

Drew Hershey (CRD# 5349612) is an Investment Advisor Representative working at Integrated Advisors in Boise, ID and has over 5 years of experience in the finance industry.

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