Integrated Financial Strategies, LLC

Integrated Financial Strategies, LLC (CRD# 165007) is a financial advisory firm headquartered in Pompano Beach, FL. They manage $292,000,000 in 692 accounts and serve the financial needs of clients across 8 states (or territories).

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
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, NC, NY, SC, TX

Financial Advisors at Integrated Financial Strategies, LLC
Showing 1 - 6 of 6 top financial advisors.
1
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 L. Mattox
CRD#: 1729009
360 Se 12th Street, Suite 230, Pompano Beach, FL 33060

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

3
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 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
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 J. Mattox
CRD#: 6332844
360 Se 12th Street, Suite 230, Pompano Beach, FL 33060

Wesley Mattox (CRD# 6332844) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Pompano Beach, FL and has over 4 years of experience in the finance industry.

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