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Integrity Financial Group

2205 Warwick Way Suite 300

location-iconMarriottsville, MD 21104

call-icon301-520-6196

About Integrity Financial Group

We focus on providing advice to help individuals and business clients pursue their financial goals. The advisors at Integrity Financial Group, LLC (IFG) will review, develop, and present innovative recommendations with a focus on serving your best interests. We use the highest quality advisory practices and ethical standards. We pride ourselves on seeking products and services that are fairly and competitively priced.

See Disclosures

General Information

Firm Start Year

CRD#

8193235

Firm CRD#

6413

States Licensed in

Delaware,Maryland

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Services

Investment Types

Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Commodities

Can meet clients in the following ways

Email, Phone, Our Office, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Health, Life

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Education

MD, BS - Medicine/Biology

Univ of Buffalo
1980 -1986

Disclosures

RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities financial planning and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC