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).
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Total Assets Under Management292MILLION
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Total Number of Accounts692ACCOUNTS
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Average Account Value$421,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, LA, NC, NY, SC, TX
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.
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.
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.
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.
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.
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.