Neil Wayne, financial advisor Pompano Beach FL

Neil Wayne

CRD Number: 460451
Current Firm: Integrated Financial Strategies, LLC

Neil Wayne (CRD# 460451) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Pompano Beach, FL and has over 28 years of experience in the finance industry. Neil Wayne 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.

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Professional Designations
Company Name Location Dates Years
Integrated Financial Strategies, LLC Charlotte, NC Jun 2022 - Current 1
Sound Asset Management Inc. Weston, CT Dec 1995 - Current 28
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1995
Contact Info for Neil R. Wayne
Phone Number: 704-643-5000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    292
    MILLIONS
  • 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

CA, CT, FL, GA, LA, MA, NC, NY, SC, TN, TX

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