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Shimon B
Series 63, Series 65
La Jolla, CA
Integrity Investment Portfolios LLC
Shimon Blumenfeld is a financial advisor with Integrity Investment Portfolios LLC in La Jolla, CA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been associated with Integrity Brokerage Services, Inc. since 2009. Integrity Investment Portfolios primarily serves individual clients, their families, and related trusts and retirement accounts, providing ongoing portfolio management focused on public equities and related securities. The firm employs a diversified analytic approach and typically pursues long-term trading strategies with accounts managed on a non-discretionary basis through joint quarterly reviews.
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