Advisor at Integra Wealth Advisors
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
Integra Wealth Advisors
Location
Saint Louis, MO 63102
Credentials
Series 63, Series 66
Industry experience
19 years
Monica Gamblin is a financial advisor at Integra Wealth Advisors in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at First Heartland Capital, Inc. from 2011 to 2016. In addition to her advisory role, she operates The Gamblin Group, providing tax representation and preparation services. Integra Wealth Advisors serves individual clients by offering comprehensive financial planning and tax-related services, with a focus on acting as a liaison to third-party money managers rather than managing assets directly. The firm also conducts public seminars and workshops aimed at educating clients and the public at no charge.
Based on Integra Wealth Advisors
Fixed/flat fees ranging from $150 to $3,000 for financial planning services.
N/A - N/A: Total advisory fee ranges from 1.25% to 2.50% annually (charged by third-party money managers). IWA receives a portion of this fee as solicitor fees, with third-party managers retaining 0% to 1%.
Up to $250 per hour for financial planning and consulting services.
Account minimum: Determined by the third-party money managers to whom IWA refers its clients Fee-only: Financial planning fixed/flat fees ranging from $150 to $3,000; hourly consulting fees up to $250/hour.
400 N. Fourth St, Suite 215
Saint Louis, MO 63102
Missouri · Texas
The Gamblin Group, LLC
2012 - Present (14 years)
First Heartland Capital, Inc
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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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CFP®, CFA®
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Rising Tide Wealth Advisory Solutions LLC
With nearly 25 years of experience in investment research, portfolio management, and advisory operations, I founded my RIA to provide expert guidance to financial advisors and investors. As a CFA Charterholder, CERTIFIED FINANCIAL PLANNER™, and Accredited Investment Fiduciary (AIF®), my goal is to simplify the complexities of investing and help clients make informed decisions about stocks, bonds, mutual funds, ETFs, annuities, alternatives, and private investments. For advisors, I offer tailored support for creating model portfolios, conducting investment committee meetings, and developing retirement plan strategies, all aimed at enhancing advisor-client relationships and delivering better outcomes. Over the years, I’ve worked in various roles, from equity research and fixed income trading to serving as the de-facto Chief Investment Officer for a large RIA. My services cover a wide range of needs, including life insurance analysis, capital gains budgeting, structured product and annuity evaluations, options-based strategies for individual stock positions, IPS reviews, enhanced prospect conversions, and the development of customized model portfolios. I pride myself on providing data-driven insights to help advisors improve their practices, better serve their clients, and grow their businesses. In addition to my professional work, I enjoy spending time with my wife and four kids, golfing, traveling, coaching youth sports, and mentoring students. I’m passionate about investing in future generations and advancing the fields of finance and investing. My technical expertise, combined with a personal approach, allows me to work alongside advisors to elevate their client offerings, streamline operations, and achieve lasting success.
Series 65
St. Louis, MO
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