Integrated Financial Solutions, Inc.

Integrated Financial Solutions, Inc. (CRD# 112038) is a financial advisory firm headquartered in Reston, VA. They manage $47,763,894 in 141 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.


Financial Advisors at Integrated Financial Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
Mehrdad M. Tafazoli
CRD#: 1954754
11872 Sunrise Valley Dr., Suite 200, Reston, VA 20191

Mehrdad Tafazoli (CRD# 1954754) is an Investment Advisor Representative working at Integrated Financial Solutions, Inc. in Reston, VA and has over 29 years of experience in the finance industry.

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