Mesa, AZ Office

Team
Updated today

Client AUM

$1,072,170,241

Clients

2,387

Advisors

2

Of 127 advisors across 77 offices

Location

1129 S Oakland, Suite 102

Mesa AZ 85206

Advisors at this office

2

Advisors at this office

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Theron H

Series 65

Mesa, AZ

Integrity Advisory Solutions

Theron Hall Jr. is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 designation and is also a partner and manager at Morris Hall, PLLC, a law firm where he has worked since 1998. In addition to his advisory role, he is involved in life insurance sales through Morris Hall Health & Life, LLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and sub-advisory programs, using a combination of fundamental and technical analysis alongside strategic asset-allocation frameworks.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Michael H

Series 65

Mesa, AZ

Integrity Advisory Solutions

Michael Halliday is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and has a background as a partner and attorney at Morris Hall, PLLC. Outside of his advisory role, he is involved in life and health insurance sales through Morris Hall Life and Health, LLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of investment approaches and third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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