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John Fulton Hargraves

Advisor at Integrity Alliance, LLC — Middleburg, FL

Updated today

Credentials

Series 66

Experience

21 years

Location

Middleburg, FL

Integrity Alliance, LLC logo

Integrity Alliance, LLC

Enterprise

Total advisors

334

Across 202 offices

Clients per advisor

32 Very Low

Avg AUM per client

$454,036 Typical

HNW client ratio

10% Low

About

John Hargraves is a financial advisor at Integrity Alliance, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Valic Financial Advisors. He is also an independent insurance agent with a long tenure in sales and service of fixed insurance products. Integrity Alliance is a large advisory and brokerage network serving individual investors, corporations, and qualified retirement plans through a diverse range of portfolio management and financial planning services. The firm operates as both an SEC-registered investment adviser and a broker-dealer, supporting a broad mix of discretionary and non-discretionary investment approaches.

Client services

Based on Integrity Alliance, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Integrity Alliance, LLC

Annuities ESG / Sustainable investing

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Fee options

Fixed

Financial planning fixed fees ranging from $0 to $50,000; Retirement plan participant consulting fixed fees up to $5,000

Percentage

$0 - $1,000,000: 1.00% - 2.80% $1,000,001 - $3,000,000: 1.00% - 2.20% $3,000,001+: 0.50% - 1.75%

Project-based

Up to $500 per hour for financial planning and consulting services

Other

Minimum fee: Select Program minimum account fee starting at 1.00% annually for first $1,000,000

Location

See office

Middleburg, FL

Middleburg FL

Advisors at this office

1

Most active in

Florida

Work history

21 years of industry experience

Integrity Alliance, LLC

2019 - Present • 7 years

Middleburg, FL

J.W. Cole Advisors, Inc.

2017 - 2019 • 2 years

Tampa, FL

J.W. Cole Financial, Inc.

2017 - 2019 • 2 years

Tampa, FL

Valic Financial Advisors

2015 - 2016 • 1 year

Gainesville, FL

MSI Financial Services, Inc.

2010 - 2011 • 1 year

FL

LPL Financial

2009 - 2010 • 1 year

Jacksonville, FL

Valic Financial Advisors

2005 - 2009 • 4 years

Jacksonville, FL

Merrill

2004 - 2005 • 1 year

Jacksonville, FL

MM Ascend Life Investor Services, LLC

2004 - 2004 • 1 year

Jacksonville, FL

Equitable Advisors

2001 - 2003 • 2 years

Jacksonville, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Loyd P

Series 65

Fleming Isle, FL

Section Integrity Wealth Management

Loyd Pyle is a financial advisor at Section Integrity Wealth Management with five years of industry experience. He holds a Series 65 designation and previously worked for CSX Transportation for 13 years. Section Integrity Wealth Management serves individual clients, including high-net-worth individuals, offering comprehensive wealth management and financial planning with a focus on diversified, tax-aware portfolios. The firm provides discretionary account management, retirement and Social Security planning, and educational seminars, maintaining a small client roster with individually handled accounts.

Retirement income strategy Income planning Medicare planning College savings (529s, UTMA, etc.) General tax planning
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David C

Series 63, Series 65

Fleming Island, FL

Advanced Financial Analysis, LLC

David Croney is the sole advisor at Advanced Financial Analysis, LLC, an independent firm based in Fleming Island, FL. He holds Series 63 and 65 licenses and has 18 years of industry experience. In addition to his advisory work, he prepares taxes under the name Tax Taxi and operates as an independent insurance agent. Advanced Financial Analysis, LLC provides personalized financial planning and investment management primarily to individual clients through a consultative, non-discretionary approach. The firm integrates written investment policies with fundamental, technical, and cyclical analysis, and occasionally offers insurance products as part of its services.

General retirement planning General tax planning
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Jason F

Series 63, Series 65

Jacksonville, FL

French Capital Management, LLC

Jason French is the principal of French Capital Management, LLC, with 9 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory role, he serves as president of the Mandarin Republican Club. French Capital Management provides discretionary and non-discretionary investment management, consulting, and financial planning to institutional and retail clients worldwide. The firm emphasizes asset allocation and diversified, long-term portfolios, and offers specialized pension consulting services, including acting as an ERISA fiduciary.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cory S

CFP®, CFA®, Series 63, Series 66

Fleming Island, FL

Black Creek Wealth Management, LLC

Cory Shrader is a CFP® and CFA® with 17 years of industry experience. He is the principal advisor at Black Creek Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Madden Advisory Services, TD Ameritrade, Camarda Wealth Group, Strategic Advisers, and Fidelity Investments. Black Creek Wealth Management serves individual and high-net-worth clients with investment management, financial planning, and pension consulting. The firm employs a combination of technical, quantitative, and fundamental investment methods, including option strategies and market-timing approaches, and offers both discretionary management and active trading programs with performance-based fees.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Executive Founder/Business Owner
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Undre G

Series 65

Fleming Island, FL

Obsidian Wisdom

Undre Griggs is a financial advisor at Obsidian Wisdom with five years of industry experience. He holds a Series 65 designation and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, Griggs is an economics teacher at Fleming Island High School. Obsidian Wisdom serves individual and business clients by providing customized financial planning, investment consultation, and portfolio management. The firm employs a primarily passive investment approach with diversification, low costs, and tax efficiency, while also offering active strategies and portfolio management for institutional clients.

Cash flow / budgeting Debt management Charitable giving & philanthropy Retirement income strategy
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Michael L

CFP®, ChFC®, Series 63, Series 65

Jacksonville, FL

Lawrence Financial Services

Michael Lawrence is a CFP® and ChFC® with 45 years of industry experience. He is affiliated with LPL Financial and has operated Lawrence Financial Services, Inc., a registered investment advisor, since 1993. Lawrence also has a longstanding relationship with Linsco/Private Ledger Corp. outside of his work at LPL Financial. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team that develops model portfolios and investment strategies tailored to client needs.

Annuities Options & derivatives strategies General tax planning
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