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Charles Tracy Mcgortey

INTEGRITY WEALTH ADVISORS, LLC·VENTURA, California
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196 S. FIR ST., VENTURA, CA 93001CRD# 4219335Firm CRD# 281708
01

About

Charles Tracy Mcgortey is a registered financial advisor based in VENTURA, California, affiliated with INTEGRITY WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INTEGRITY WEALTH ADVISORS, LLC
INTEGRITY WEALTH ADVISORS, LLC
AUM
$312M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at INTEGRITY WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4219335
Firm CRD# 281708
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Tracy Mcgortey offer?
Charles Tracy Mcgortey specializes in Financial Planning, Investment Management. Contact their office in VENTURA, California for a consultation.
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, working with INTEGRITY WEALTH ADVISORS, LLC. Their office serves clients in the VENTURA metropolitan area and surrounding communities.
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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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