Claim Profile
BS

Brian Steven Simpson

INTEGRITY WEALTH MANAGEMENT, INC.·SPOKANE, Washington
Unclaimed Profile
202 EAST SPOKANE FALLS BLVD., SPOKANE, WA 99202CRD# 2309646Firm CRD# 150103
01

About

Brian Steven Simpson is a registered financial advisor based in SPOKANE, Washington, affiliated with INTEGRITY WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
INTEGRITY WEALTH MANAGEMENT, INC.
INTEGRITY WEALTH MANAGEMENT, INC.
AUM
$117M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2309646
Firm CRD# 150103
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SPOKANE?

Browse all registered financial advisors in SPOKANE, Washington or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Steven Simpson offer?
Brian Steven Simpson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPOKANE, Washington for a consultation.
What are Brian Steven Simpson's credentials?
Brian Steven Simpson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Steven Simpson located?
Brian Steven Simpson is based in SPOKANE, Washington, working with INTEGRITY WEALTH MANAGEMENT, INC.. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Brian Steven Simpson charge for services?
Brian Steven Simpson'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 MANAGEMENT, INC.?
INTEGRITY WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty