Integrated Financial Management

Integrated Financial Management (CRD# 116590) is a financial advisory firm headquartered in Fernley, NV. They manage $13,728,044 in 45 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o. Box 2140, Fernley, NV 89408
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $305,068
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
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 Roberts, financial advisor Fernley NV
Brian K. Roberts
CRD#: 2244884
Fernley, NV

Brian Roberts (CRD# 2244884) is an Investment Advisor Representative working at Integrated Financial Management in Fernley, NV and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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