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James Marc Vorchheimer

INTEGRATED FINANCIAL CONSULTING, LLC·AIRMONT, New York
Series 7, Series 63, Series 65Clean record4 years registeredINTEGRATED FINANCIAL CONSULTING, LLC
365 ROUTE 59, AIRMONT, NY 10952CRD# 2745751Firm CRD# 130920

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Marc Vorchheimer · AIRMONT, NY
Registration
CRD #2745751 · INTEGRATED FINANCIAL CONSULTING, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

INTEGRATED FINANCIAL CONSULTING, LLC
Mar 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · March 9, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTEGRATED FINANCIAL CONSULTING, LLC
CRD 130920 · SEC 801-107136
AUM
$93M
Regulatory assets under management
Employees
1
263 client accounts
Services offered by INTEGRATED FINANCIAL CONSULTING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTEGRATED FINANCIAL CONSULTING, LLC →
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05

Frequently Asked Questions

What services does James Marc Vorchheimer offer?
James Marc Vorchheimer specializes in Financial Planning, Investment Management. Contact their office in AIRMONT, New York for a consultation.
What are James Marc Vorchheimer's credentials?
James Marc Vorchheimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Marc Vorchheimer located?
James Marc Vorchheimer is based in AIRMONT, New York, working with INTEGRATED FINANCIAL CONSULTING, LLC. Their office serves clients in the AIRMONT metropolitan area and surrounding communities.
How does James Marc Vorchheimer charge for services?
James Marc Vorchheimer'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 INTEGRATED FINANCIAL CONSULTING, LLC?
INTEGRATED FINANCIAL CONSULTING, LLC has approximately 1 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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