Integrity Financial Planning, Inc.

Integrity Financial Planning, Inc. (CRD# 164481) is a financial advisory firm headquartered in Roanoke, VA. They manage $96,091,236 in 455 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1315 2nd St Sw, Suite 102, Roanoke, VA 24016
https://podcasts.apple.com/us/podcast/retire-with-integrity-podcast-with-brian-bowen/id1351115098
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $211,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Integrity Financial Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Brian Bowen, financial advisor Roanoke VA
Brian W. Bowen
CRD#: 4470298
1315 2nd St Sw, Suite 102, Roanoke, VA 24016

Brian Bowen (CRD# 4470298) is an Investment Advisor Representative working at Integrity Financial Planning, Inc. in Roanoke, VA and has over 22 years of experience in the finance industry.

2
Emily Elfallah, financial advisor Roanoke VA
Emily E. Elfallah
CRD#: 6786583
1315 2nd St Sw, Suite 102, Roanoke, VA 24016

Emily Elfallah (CRD# 6786583) is an Investment Advisor Representative working at Integrity Financial Planning, Inc. in Roanoke, VA and has 1 year of experience in the finance industry.

3
Madison White, financial advisor Roanoke VA
Madison B. White
CRD#: 7721751
1315 2nd St Sw, Suite 102, Roanoke, VA 24016

Madison White (CRD# 7721751) is an Investment Advisor Representative working at Integrity Financial Planning, Inc. in Roanoke, VA 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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