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INTEGRITY WEALTH ADVISORS, LLC
INTEGRITY WEALTH ADVISORS, LLC
VENTURA, California
·
3 registered advisors
·
CRD# 281708
SEC# 801-113205
2
805-339-0760
01
Firm Overview
AUM
$312M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at INTEGRITY WEALTH ADVISORS, LLC
3 registered advisors
Charles Tracy Mcgortey
VENTURA, California
CRD# 4219335
Christopher Bryan Wagner
VENTURA, California
CRD# 4657062
Stephen Hans Wagner
VENTURA, California
CRD# 2193508
05
Office Locations
VENTURA, California
3 advisors
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Data sourced from SEC Form ADV filings. INTEGRITY WEALTH ADVISORS, LLC (CRD# 281708) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.