Integrity Wealth Advisors, LLC

Integrity Wealth Advisors, LLC (CRD# 281708) is a financial advisory firm headquartered in Ventura, CA. They manage $102,139,004 in 662 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    662
    ACCOUNTS
  • Average Account Value
    $154,289
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, TX

Financial Advisors at Integrity Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Martha E. Laff
CRD#: 1592273
Porter Ranch, CA
96
Wealthminder
score

Martha Laff (CRD# 1592273) is an Investment Advisor Representative working at Integrity Wealth Advisors, LLC in Porter Ranch, CA and has over 21 years of experience in the finance industry.

2
Christopher B. Wagner
CRD#: 4657062
196 S. Fir St., Suite 140, Ventura, CA 93001
90
Wealthminder
score

Christopher Wagner (CRD# 4657062) is an Investment Advisor Representative working at Integrity Wealth Advisors, LLC in Ventura, CA and has over 4 years of experience in the finance industry.

3
Stephen H. Wagner
CRD#: 2193508
196 S. Fir St., Suite 140, Ventura, CA 93001
86
Wealthminder
score

Stephen Wagner (CRD# 2193508) is an Investment Advisor Representative working at Integrity Wealth Advisors, LLC in Ventura, CA and has over 25 years of experience in the finance industry. Stephen Wagner 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.

4
Mercedita B. Noland
CRD#: 2802230
Murrieta, CA
83
Wealthminder
score

Mercedita Noland (CRD# 2802230) is an Investment Advisor Representative working at Integrity Wealth Advisors, LLC in Murrieta, CA and has over 21 years of experience in the finance industry.

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