Unclaimed Profile

Barry Taylor

INTEGRAL FINANCIAL SOLUTIONS, LLC·SAN FRANCISCO, California

Clean record22 years registeredINTEGRAL FINANCIAL SOLUTIONS, LLC

44 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 4718531Firm CRD# 152926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barry Taylor · SAN FRANCISCO, CA

Registration

CRD #4718531 · INTEGRAL FINANCIAL SOLUTIONS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SAND HILL GLOBAL ADVISORS, LLC

Nov 2019 – present

INTEGRAL FINANCIAL SOLUTIONS, LLC

Mar 2010 – Jan 2020

SAN FRANCISCO, CA

BINGHAM, OSBORN & SCARBOROUGH LLC

Jul 2004 – Feb 2010

SAN FRANCISCO, CA

Registrations & Exams

Registration record

First registered · July 23, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTEGRAL FINANCIAL SOLUTIONS, LLC

CRD 152926 · SEC 801-100426

AUM

$166M

Regulatory assets under management

Employees

305 client accounts

Services offered by INTEGRAL FINANCIAL SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTEGRAL FINANCIAL SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Barry Taylor offer?

Barry Taylor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Barry Taylor's credentials?

Barry Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Taylor located?

Barry Taylor is based in SAN FRANCISCO, California, working with INTEGRAL FINANCIAL SOLUTIONS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Barry Taylor charge for services?

Barry Taylor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRAL FINANCIAL SOLUTIONS, LLC?

INTEGRAL FINANCIAL SOLUTIONS, LLC has approximately 3 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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