Integrated Financial Management
Integrated Financial Management (CRD# 116590) is a financial advisory firm headquartered in Fernley, NV. They manage $8,653,628 in 44 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts44ACCOUNTS
Average Account Value$196,673
- 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
Brian Roberts (CRD# 2244884) is an Investment Advisor Representative working at Integrated Financial Management in Fernley, NV and has over 25 years of experience in the finance industry.