Integrated Financial Strategies, LLC

Integrated Financial Strategies, LLC (CRD# 165007) is a financial advisory firm headquartered in Charlotte, NC. They manage $187,000,000 in 645 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    645
    ACCOUNTS
  • Average Account Value
    $289,922
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
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.

FL, GA, LA, NC, SC, TX

Financial Advisors at Integrated Financial Strategies, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Steven P. Abels
CRD#: 4205168
6100 Fairview Road, Suite 230, Charlotte, NC 28210
93
Wealthminder
score

Steven Abels (CRD# 4205168) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.

2
Philip C. Miller
CRD#: 4789108
400 Penny Lane, Concord, NC 28025
93
Wealthminder
score

Philip Miller (CRD# 4789108) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Concord, NC and has over 12 years of experience in the finance industry.

3
Kenneth W. Miller
CRD#: 1636304
400 Penny Lane, Concord, NC 28025
83
Wealthminder
score

Kenneth Miller (CRD# 1636304) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Concord, NC and has over 30 years of experience in the finance industry.

4
Thomas J. Scharf
CRD#: 3232131
6100 Fairview Road, Suite 230, Charlotte, NC 28210
83
Wealthminder
score

Thomas Scharf (CRD# 3232131) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Charlotte, NC and has over 18 years of experience in the finance industry.

5
Thomas R. Suliman
CRD#: 1508759
6100 Fairview Road, Suite 230, Charlotte, NC 28210
83
Wealthminder
score

Thomas Suliman (CRD# 1508759) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Charlotte, NC and has over 31 years of experience in the finance industry.

6
Kelly G. Burke
CRD#: 2768537
6100 Fairview Road, Suite 230, Charlotte, NC 28210
63
Wealthminder
score

Kelly Burke (CRD# 2768537) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.

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