Advisor at Integrated Wealth Solutions, LLC
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Firm
Integrated Wealth Solutions, LLC
Location
York, PA 17402
Credentials
Series 63, Series 65
Industry experience
8 years
Christopher Albright is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at firms including Cape Securities, Inc., PFS Investments Inc., and Primerica Financial Services. Outside of finance, he serves as a wrestling coach in York, Pennsylvania. Integrated Wealth Solutions provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm uses a long-term trading framework with fundamental and technical analysis and supports clients through educational seminars and one-on-one advisory services.
Based on Integrated Wealth Solutions, LLC
Financial planning fees between $250 and $500
Up to 1.45%
Account minimum: $25,000
2215 E. Market St
York, PA 17402
Pennsylvania
Integrated Wealth Solutions, LLC
2025 - Present (1 year)
Cape Securities, INc.
2022 - Present (4 years)
Central York School District
2021 - Present (5 years)
Primerica Advisors
2017 - 2022 (5 years)
Primerica Financial Services
2017 - 2022 (5 years)
Thornton Automotive
2017 - 2017 (1 year)
Blaise Alexander York Inc
2016 - 2017 (1 year)
Apple Automotive
2010 - 2016 (6 years)
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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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