Advisor at Integrity Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Integrity Financial Advisors, LLC
Location
Kittery, ME
Credentials
Series 65
Industry experience
1 year
Atencio Martin is a financial advisor at Integrity Financial Advisors, LLC with one year of industry experience and a Series 65 credential. Prior to joining the firm, he held positions in various companies including Zoominfo Technologies Inc. and Cellular Sales. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing portfolio management through third-party managers along with financial consulting and retirement/IRA rollover advice. The firm primarily uses active, discretionary management via affiliated investment advisers and third-party portfolio managers, offering ongoing guidance and performance monitoring.
Based on Integrity Financial Advisors, LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Insurance commissions earned by persons providing investment advice who are licensed insurance agents, separate and in addition to advisory fees.
Account minimum: $5,000,000
Kittery, ME
Maine
Zoominfo Technologies Inc.
2021 - 2023 (2 years)
Cellular Sales
2021 - 2021 (1 year)
Workout Anytime
2020 - 2021 (1 year)
Unum
2020 - 2020 (1 year)
BC Gyumri
2019 - 2020 (1 year)
Key Auto
2019 - 2019 (1 year)
Southern Maine Community College
2018 - 2019 (1 year)
Under Armour
2018 - 2018 (1 year)
Granite State Church of Christ
2017 - 2018 (1 year)
Parkland College
2016 - 2017 (1 year)
Kittery Community Center
2016 - 2016 (1 year)
Southern Maine Community College
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Boston, MA
Woodland Investment Consulting LLC
Series 63, Series 65
Chelmsford, MA
Value Financial Services Corp.
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