Integrated Financial Solutions, Inc.
Integrated Financial Solutions, Inc. (CRD# 112038) is a financial advisory firm headquartered in Reston, VA. They manage $32,611,576 in 131 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts131ACCOUNTS
Average Account Value$248,943
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Mehrdad Tafazoli (CRD# 1954754) is an Investment Advisor Representative working at Integrated Financial Solutions, Inc. in Reston, VA and has over 28 years of experience in the finance industry.