Advisor at Integra Financial, Inc.
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 Financial, Inc.
Location
Bellaire, MI
Credentials
CFP®, Series 63
Industry experience
27 years
Fixed financial planning fees up to $15,000, agreed in advance
Hourly financial planning fees ranging from $200 to $500 per hour
Account minimum: $10,000 (may accept accounts for less than the minimum) Fee-only: Financial planning fees negotiated; fixed fees up to $15,000; hourly rates $200 - $500
Integra Financial Inc.
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Elk Rapids, MI
Edward Jones
CFP®, Series 65
Bellaire, MI
Integra Financial, Inc.
Series 66
Mancelona, MI
Financial Transparency
Series 63, Series 65
East Jordan, MI
Fairway Investment Group, LLC
Series 63, Series 65
Kewadin, MI
Merrill
Series 63, Series 66
Bellaire, MI
Ameriprise
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