Integrated Financial Strategies, LLC

Integrated Financial Strategies, LLC (CRD# 165007) is a financial advisory firm headquartered in Charlotte, NC. They manage $397,652,000 in 1,297 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277
https://www.ifsinvest.com
By the Numbers
  • Total Assets Under Management
    398
    MILLION
  • Total Number of Accounts
    1,297
    ACCOUNTS
  • Average Account Value
    $306,594
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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, FL, GA, LA, NC, NE, NH, NJ, NY, SC, TX

Financial Advisors at Integrated Financial Strategies, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kelly Burke, financial advisor Pompano FL
Kelly G. Burke
CRD#: 2768537
Pompano, FL

Kelly Burke (CRD# 2768537) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Pompano, FL and has over 28 years of experience in the finance industry.

2
Roy Mattox, financial advisor Pompano Beach FL
Roy L. Mattox
CRD#: 1729009
Pompano Beach, FL

Roy Mattox (CRD# 1729009) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Pompano Beach, FL and has over 37 years of experience in the finance industry.

3
Kenneth Miller, financial advisor Concord NC
Kenneth W. Miller
CRD#: 1636304
400 Penny Lane, Concord, NC 28025

Kenneth Miller (CRD# 1636304) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Concord, NC and has over 37 years of experience in the finance industry.

4
Philip Miller, financial advisor Concord NC
Philip C. Miller
CRD#: 4789108
400 Penny Lane, Concord, NC 28025

Philip Miller (CRD# 4789108) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Concord, NC and has over 19 years of experience in the finance industry.

5
Christopher Ferrer, financial advisor Pompano Beach FL
Christopher R. Ferrer
CRD#: 7720775
360 Se 12th St, Pompano Beach, FL 33060

Christopher Ferrer (CRD# 7720775) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Pompano Beach, FL and has 1 year of experience in the finance industry.

6
Wesley Mattox, financial advisor Pompano Beach FL
Wesley J. Mattox
CRD#: 6332844
Pompano Beach, FL

Wesley Mattox (CRD# 6332844) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Pompano Beach, FL and has over 5 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.

Do not rely solely on the information on this page. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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