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Robert Forest Held

INTEGRITY FINANCIAL ADVISORS, LLC·WOBURN, Massachusetts
Unclaimed Profile
400 TRADECENTER, WOBURN, MA 01801CRD# 1017651Firm CRD# 313369
01

About

Robert Forest Held is a registered financial advisor based in WOBURN, Massachusetts, affiliated with INTEGRITY FINANCIAL 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 FINANCIAL ADVISORS, LLC
INTEGRITY FINANCIAL ADVISORS, LLC
AUM
$104M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at INTEGRITY FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: FINANCIAL PLANNING FEES
Regulatory
SEC/IARD CRD# 1017651
Firm CRD# 313369
2 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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