Integrated Financial Services

Integrated Financial Services (CRD# 128912) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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.

MA, RI

Financial Advisors at Integrated Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Roger J. Sabo
CRD#: 2600975
142 Westmoreland Lane, Saunderstown, RI 02874
96
Wealthminder
score

Roger Sabo (CRD# 2600975) is an Investment Advisor Representative working at Integrated Financial Services in Saunderstown, RI and has over 21 years of experience in the finance industry. Roger Sabo 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
John J. Murray
CRD#: 4758384
54 Sutherland Rd., North Attleboro, MA 02760
90
Wealthminder
score

John Murray (CRD# 4758384) is an Investment Advisor Representative working at Integrated Financial Services in North Attleboro, MA and has 1 year of experience in the finance industry. John Murray 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.

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