Integrity Financial Advisors, LLC

Integrity Financial Advisors, LLC (CRD# 313369) is a financial advisory firm headquartered in Wenham, MA. They manage $103,623,839 in 444 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
162 Main Street, Suite 2, Wenham, MA 01984
https://www.integrityfa.com
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $233,387
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, MA, ME, NC, NH, OK, PA, TX

Financial Advisors at Integrity Financial Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Lori Day, financial advisor Simi Valley CA
Lori A. Day
CRD#: 6306856
Simi Valley, CA

Lori Day (CRD# 6306856) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Simi Valley, CA and has over 10 years of experience in the finance industry.

2
Robert Held, financial advisor Lower Gwynedd PA
Robert F. Held
CRD#: 1017651
1018 N. Bethlehem Pike, Suite 101, Lower Gwynedd, PA 19002

Robert Held (CRD# 1017651) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Lower Gwynedd, PA and has over 39 years of experience in the finance industry.

3
Michael Koontz, financial advisor Charlotte NC
Michael D. Koontz
CRD#: 807069
5605 77 Center Drive, Suite 270, Charlotte, NC 28217

Michael Koontz (CRD# 807069) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Charlotte, NC and has over 41 years of experience in the finance industry.

4
Leanne Martin, financial advisor Wenham MA
Leanne A. Martin
CRD#: 4633600
162 Main Street, Suite 2, Wenham, MA 01984

Leanne Martin (CRD# 4633600) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Wenham, MA and has over 21 years of experience in the finance industry.

5
Lacey Roberts, financial advisor Edmond OK
Lacey L. Roberts
CRD#: 4245139
2524 N Broadway, Suite 335, Edmond, OK 73071

Lacey Roberts (CRD# 4245139) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Edmond, OK and has over 22 years of experience in the finance industry.

6
Lincoln Foster, financial advisor Spring House PA
Lincoln O. Foster
CRD#: 5499884
1018 N. Bethlehem Pike, Suite 101, Spring House, PA 19002

Lincoln Foster (CRD# 5499884) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Spring House, PA and has 1 year of experience in the finance industry.

7
Atencio Martin, financial advisor Kittery ME
Atencio T. Martin
CRD#: 7709709
Kittery, ME

Atencio Martin (CRD# 7709709) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Kittery, ME and has 1 year 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.

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