Advisors at this firm
Jarrod W
Series 63, Series 65
Fort Worth, TX
Integrity Financial Group
Jarrod Warren is a financial advisor with Integrity Financial Group in Fort Worth, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at OneAmerica Securities, American United Life, and Northwestern Mutual, where he held various positions from 2007 to 2020. Outside of advisory work, he is also licensed as an insurance agent for non-variable insurance products in Texas. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, and business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, managing accounts on a discretionary basis through the AssetMark platform.
Eric M
CFP®, Series 63, Series 65
Fort Worth, TX
Integrity Financial Group
Eric Mc Mahan is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Integrity Financial Group in Fort Worth, TX. His prior roles include positions at OneAmerica Securities and Waddell & Reed, Inc. He also works as an independent insurance agent specializing in fixed life and fixed annuities. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, and business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, offering advisory services through the AssetMark platform.
Ryan C
Series 63, Series 66
Idaho Falls, ID
Integrity Financial Group
Ryan Coiner is a financial advisor with Integrity Financial Group in Idaho Falls, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at American United Life and OneAmerica Securities. Outside of advising, he owns and operates several businesses related to agriculture, livestock, residential real estate development, and hospitality. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, as well as business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, managing accounts on a discretionary basis through the AssetMark platform.