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John Hargraves

Advisor at Integrity Alliance, LLC

Updated today

Location

Middleburg, FL

Credentials

Series 66

Industry experience

21 years

About

John Hargraves is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Brokers International Financial Services, J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Valic Financial Advisors. Outside of his advisory role, he owns Island Wealth Advisors, LLC, which provides securities, advisory, and insurance services, and he is also an independent insurance agent specializing in fixed insurance products. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers asset management, financial and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Client services

Based on Integrity Alliance, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Integrity Alliance, LLC

Annuities ESG / Sustainable investing

Fee options

Fixed

Financial planning fixed fees ranging from $0 to $50,000; Retirement plan participant consulting fixed fees up to $5,000

Percentage

$0 - $1,000,000: 1.00% - 2.80% $1,000,001 - $3,000,000: 1.00% - 2.20% $3,000,001+: 0.50% - 1.75%

Project-based

Up to $500 per hour for financial planning and consulting services

Other

Minimum fee: Select Program minimum account fee starting at 1.00% annually for first $1,000,000

Location

Middleburg, FL

Most active in

Florida

Work history

Brokers International Financial Services

2019 - Present (7 years)

J.W. Cole Advisors, Inc.

2017 - 2019 (2 years)

J.W. Cole Financial, Inc.

2017 - 2019 (2 years)

Valic Financial Advisors

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

Fleming Isle, FL

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Retirement income strategy Income planning Medicare planning College savings (529s, UTMA, etc.) General tax planning
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Fleming Island, FL

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General retirement planning General tax planning
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Fleming Island, FL

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Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Executive Founder/Business Owner
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Series 65

Fleming Island, FL

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Cash flow / budgeting Debt management Charitable giving & philanthropy Retirement income strategy
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Michael L

CFP®, ChFC®, Series 63, Series 65

Jacksonville, FL

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Annuities Options & derivatives strategies General tax planning
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CFP®, Series 66

Jacksonville, FL

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General retirement planning Cash flow / budgeting Charitable giving & philanthropy
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