National Retirement Planning Experts

National Coverage
Local Professionals

dummy-image

John K. Bahr, CRPS®

Integrity Wealth Advantage, LLC

1340 Environ Way 3rd Floor

Chapel Hill, NC 27517
(919) 4149092

Creating, Preserving and Distributing Wealth with Integrity.

About Integrity Wealth Advantage, LLC

At our firm, we have the client?and only the client?in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that?s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking ?out of the box? and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.

General Information

Firm Start Year

2018

No.of Employees

2-4

CRD#

2404646

Firm CRD#

7461

Name of Broker/Dealer

FSC SECURITIES CORPORATION

States Licensed in

NC

Years of Experience in Financial Services

26

Number of Years with Current Firm

2

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an 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 8, Series 63, Series 65, Series 7

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Compensation Methods

Hourly

Fee % Based on Assets

1

Hourly Rate

$250

Minimum Fee Charged for Managed Accounts

$0

Minimum Fee Charged for Hourly Planning Accounts

$250

Education

BA - English

University of Delaware
September 1982 - May 1988

Disclaimer

Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.