Unclaimed Profile

Robert Forest Held

INTEGRITY FINANCIAL ADVISORS, LLC·WOBURN, Massachusetts

Series 6, Series 63, Series 6523 years registeredINTEGRITY FINANCIAL ADVISORS, LLC

400 TRADECENTER, WOBURN, MA 01801CRD# 1017651Firm CRD# 313369

Profile Verification

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

Identity

Robert Forest Held · WOBURN, MA

Registration

CRD #1017651 · INTEGRITY FINANCIAL ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

INTEGRITY FINANCIAL ADVISORS, LLC

Jul 2021 – present

PROSPERITY WEALTH MANAGEMENT, INC.

Jan 2020 – Jul 2021

Lower Gwynedd, PA

PROSPERITY WEALTH MANAGEMENT, INC.

Feb 2015 – Dec 2019

SAN RAMON, CA

KEYSTONE CAPITAL CORPORATION

Jul 2013 – Feb 2015

LOWER GWYNEDD, PA

GWYNEDD WEALTH PARTNERS, LLC

Dec 2012 – Aug 2013

LANSDALE, PA

HORNOR, TOWNSEND & KENT, INC.

May 2011 – Jan 2013

LOWER GWYNEDD, PA

LPL FINANCIAL LLC

Oct 2008 – Feb 2011

LOWER GWYNEDD, PA

HORNOR, TOWNSEND & KENT, INC.

Jul 2003 – Oct 2008

LOWER GWYNEDD, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · July 25, 2003

Years registered · 23

Disclosure History

2015Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INTEGRITY FINANCIAL ADVISORS, LLC

CRD 313369 · SEC 801-121305

AUM

$104M

Regulatory assets under management

Employees

444 client accounts

Services offered by INTEGRITY FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTEGRITY FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Forest Held offer?

Robert Forest Held specializes in Financial Planning, Investment Management. Contact their office in WOBURN, Massachusetts for a consultation.

What are Robert Forest Held's credentials?

Robert Forest Held is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Forest Held located?

Robert Forest Held is based in WOBURN, Massachusetts, working with INTEGRITY FINANCIAL ADVISORS, LLC. Their office serves clients in the WOBURN metropolitan area and surrounding communities.

How does Robert Forest Held charge for services?

Robert Forest Held's firm is compensated through percentage of aum, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRITY FINANCIAL ADVISORS, LLC?

INTEGRITY FINANCIAL ADVISORS, LLC has approximately 9 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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