Unclaimed Profile

Anita Lynne Wiggins

INTEGRATED WEALTH STRATEGIES, LLC·AUSTIN, Texas

SIE, Series 6TO, Series 7, Series 31, Series 66Clean record18 years registeredINTEGRATED WEALTH STRATEGIES, LLC

9442 N CAPITAL TEXAS HWY, AUSTIN, TX 78759CRD# 1435530Firm CRD# 155254

Profile Verification

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

Identity

Anita Lynne Wiggins · AUSTIN, TX

Registration

CRD #1435530 · INTEGRATED WEALTH STRATEGIES, LLC · 18 years registered

Brand Profile

Not yet started

Career History

RFG ADVISORY, LLC

Nov 2021 – present

INTEGRATED WEALTH STRATEGIES, LLC

Nov 2010 – Mar 2023

AUSTIN, TX

BROOKSTONE CAPITAL MANAGEMENT LLC

Jun 2010 – Nov 2010

AUSTIN, TX

UBS FINANCIAL SERVICES INC.

May 2008 – Oct 2009

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 31

Series 66

Registration record

First registered · May 1, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTEGRATED WEALTH STRATEGIES, LLC

CRD 155254 · SEC 801-116732

AUM

$104M

Regulatory assets under management

Employees

497 client accounts

Services offered by INTEGRATED WEALTH STRATEGIES, 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 INTEGRATED WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Anita Lynne Wiggins offer?

Anita Lynne Wiggins specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.

What are Anita Lynne Wiggins's credentials?

Anita Lynne Wiggins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anita Lynne Wiggins located?

Anita Lynne Wiggins is based in AUSTIN, Texas, working with INTEGRATED WEALTH STRATEGIES, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Anita Lynne Wiggins charge for services?

Anita Lynne Wiggins'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 WEALTH STRATEGIES, LLC?

INTEGRATED WEALTH STRATEGIES, LLC has approximately 7 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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