INTEGRITY FINANCIAL ADVISORS, LLC

WOBURN, Massachusetts·3 registered advisors·CRD# 313369
SEC# 801-1213055978-338-4830
01

Firm Overview

AUM
$104M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Other: FINANCIAL PLANNING FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INTEGRITY FINANCIAL ADVISORS, LLC

3 registered advisors
Joseph Byron Hosler
WOBURN, Massachusetts
Robert Forest Held
WOBURN, Massachusetts
Robert Zlatko Kuftinec
WOBURN, Massachusetts
05

Office Locations

WOBURN, Massachusetts
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. INTEGRITY FINANCIAL ADVISORS, LLC (CRD# 313369) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.