
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.
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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
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
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
Securities Licenses
Series 65
Insurance and Annuity Licenses
Health, Life
Fee Structure
Fee-Based
Compensation Methods
Based on Assets
MD, BS - Medicine/Biology
Univ of Buffalo
1980 -1986
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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