Advisor at Integrated Wealth Solutions, 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
Integrated Wealth Solutions, LLC
Location
York, PA 17402
Credentials
Series 63, Series 65
Industry experience
12 years
James Shaffer is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Primerica Advisors and Terra Wealth Management. Outside of advisory work, he serves as a project manager at Kinsley Construction Inc. and is involved in life insurance sales through the Financial Independence Group. Integrated Wealth Solutions provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing both fundamental and technical analysis within a long-term investment framework. The firm offers tailored investment policies and conducts regular account reviews, combining one-on-one advisory services with educational seminars.
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)
Terra Wealth Management, LLC
2022 - 2025 (3 years)
Kinsley Construction Inc
2016 - Present (10 years)
Primerica Advisors
2014 - 2022 (8 years)
Primerica Financial services
2013 - 2022 (9 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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