A complete list of active advisors currently associated with INTEG Financial Investment Advisory LLC
Warmer can help you find a great advisor at INTEG Financial Investment Advisory LLC or one who fits your needs even better.
INTEG Financial Investment Advisory, LLC provides discretionary and non‑discretionary portfolio management and a range of comprehensive financial planning services to individual clients, including budgeting and cash‑flow, debt and tax planning, insurance and risk management, retirement and estate planning, education funding, philanthropy, and business succession planning. The firm offers standalone consulting and fixed‑fee financial plans in addition to ongoing asset management and does not operate a wrap fee program. The firm applies a mix of analytical methods—charting, fundamental and technical analysis, cyclical and economic reviews—and implements both long‑ and short‑term trading as well as strategic asset allocation to pursue client objectives. When engaged for discretionary management, the adviser may trade under a limited power of attorney, provides quarterly billing and reporting, and states it does not charge performance‑based fees or participate in soft‑dollar arrangements. Notable features include that the adviser is newly formed and, as of the brochure date (August 15, 2025), reported no assets under management or client accounts, and it discloses a founder with an engineering and MBA background and prior CFO experience in industry. The firm’s representatives are separately licensed to sell insurance and may earn commissions from insurance products (a disclosed conflict), it has no disciplinary history reported, and it generally recommends a national custodian for brokerage and custody while imposing no account minimum.
To learn more about the advisors currently working at INTEG Financial Investment Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Irvine, CA
| 1
|
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