Unclaimed Profile

Charles Tracy Mcgortey

INTEGRITY WEALTH ADVISORS, LLC·VENTURA, California

SIE, Series 6, Series 7, Series 24, Series 66Clean record22 years registeredINTEGRITY WEALTH ADVISORS, LLC

196 S. FIR ST., VENTURA, CA 93001CRD# 4219335Firm CRD# 281708

Profile Verification

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

Identity

Charles Tracy Mcgortey · VENTURA, CA

Registration

CRD #4219335 · INTEGRITY WEALTH ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INTEGRITY WEALTH ADVISORS, LLC

BPU INVESTMENT MANAGEMENT, INC.

Aug 2019 – Mar 2020

WEXFORD, PA

PNC INVESTMENTS

Jul 2012 – Jul 2017

PITTSBURGH, PA

STANCORP INVESTMENT ADVISERS, INC.

Jan 2007 – May 2012

PITTSBURGH, PA

INVESMART ADVISORS INC

May 2005 – Jul 2007

PITTSBURGH, PA

FEDERATED INVESTMENT COUNSELING

Jun 2004 – May 2005

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 66

Registration record

First registered · June 14, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTEGRITY WEALTH ADVISORS, LLC

CRD 281708 · SEC 801-113205

AUM

$312M

Regulatory assets under management

Employees

1,599 client accounts

Services offered by INTEGRITY WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTEGRITY WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Tracy Mcgortey offer?

Charles Tracy Mcgortey specializes in Financial Planning, Investment Management.

What are Charles Tracy Mcgortey's credentials?

Charles Tracy Mcgortey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Tracy Mcgortey located?

Charles Tracy Mcgortey is based in VENTURA, California, last registered with INTEGRITY WEALTH ADVISORS, LLC.

How does Charles Tracy Mcgortey charge for services?

Charles Tracy Mcgortey'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 INTEGRITY WEALTH ADVISORS, LLC?

INTEGRITY WEALTH ADVISORS, LLC has approximately 14 employees and manages $312M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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