Firm Start Year
2007
No.of Employees
5-9
CRD#
5362846
Firm CRD#
6413
Insurance License#
p112700
States Licensed in
FL, MD, GA, LA, DC, TX, VA, SC
Years of Experience in Financial Services
14
Number of Years with Current Firm
8
Work Experience
I started with ING (now Voya) in 2007. Moved to LPL in 2008, where I remained for 6 years. I moved to Ameriprise for 7 years. In 2021 I moved back to LPL to form Integrity Wealth
Advisory Services Provided
Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities, Money Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management
Registered Investment Advisor
Yes
Registered Representative
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Certifications, Accreditations & Designations
CFP®, CIMA®, Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses
Series 7, Series 6, Series 66, Series 65
Insurance and Annuity Licenses
Annuity, Disability, Health, Long Term Care, Variable Annuity, Variable Life, Life
Fee Structure
Fee-Based
Compensation Methods
Hourly
Minimum Fee Charged for Managed Accounts
$1500
Bachelors in Finance -
University of Florida
08/1/2004 - 05/01/2006
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
LPL WiserAdvisor Cash Solicitor Disclosure