Overview

We are a team of three at Integrated Financial, one insurance specialist, one medicare & medicare supplement specialist, I am the investment specialist. The firm was founded twenty seven years ago here in Spokane, I was welcomed in four years ago to begin a fee based investment side. We serve clients in Eastern, Central, Western Washington and Idaho. I hold my Series 65 as an RIAR with Brookstone Capital Management, I also hold the CRPS, Chartered Retirement Plan Specialist, designation. One of my strategic goals is to grow our book though an outright purchase in 2018 or through entering a planned succession agreement.

Market
Advisor/RIA
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...