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).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $196,673
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
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, NV

Financial Advisors at Integrated Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Brian K. Roberts
CRD#: 2244884
Fernley, NV
93
Wealthminder
score

Brian Roberts (CRD# 2244884) is an Investment Advisor Representative working at Integrated Financial Management in Fernley, NV and has over 24 years of experience in the finance industry.

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