Integrated Financial Strategies, LLC

Integrated Financial Strategies, LLC (CRD# 165007) is a financial advisory firm headquartered in Charlotte, NC. They manage $292,000,000 in 692 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
6100 Fairview Road, Suite 230, Charlotte, NC 28210
https://www.ifsinvest.com
By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    692
    ACCOUNTS
  • Average Account Value
    $421,965
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
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.

CA, CT, FL, GA, LA, MA, NC, NY, SC, TN, 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 27 years of experience in the finance industry.

2
Roy Mattox, financial advisor Charlotte NC
Roy L. Mattox
CRD#: 1729009
6100 Fairview Road, Suite 230, Charlotte, NC 28210

Roy Mattox (CRD# 1729009) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Charlotte, NC and has over 36 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 36 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 18 years of experience in the finance industry.

5
Neil Wayne, financial advisor Weston CT
Neil R. Wayne
CRD#: 460451
Weston, CT

Neil Wayne (CRD# 460451) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Weston, CT and has over 27 years of experience in the finance industry. Neil Wayne 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.

6
Wesley Mattox, financial advisor Charlotte NC
Wesley J. Mattox
CRD#: 6332844
6100 Fairview Road, Suite 230, Charlotte, NC 28210

Wesley Mattox (CRD# 6332844) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Charlotte, NC and has over 4 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. The information may be inaccurate, incomplete or outdated. 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals