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Paladin Research Report For:

Integrity Financial Group

2205 Warwick Way Suite 300
Marriottsville, MD 21104
301-520-6196

About Integrity Financial Group

We focus on providing advice to help individuals and business clients pursue their financial goals. The advisors at Integrity Financial Group, LLC (IFG) will review, develop, and present innovative recommendations with a focus on serving your best interests. We use the highest quality advisory practices and ethical standards. We pride ourselves on seeking products and services that are fairly and competitively priced.

See Disclosures

General Information

CRD#
  • 8193235
Firm CRD#
  • 6413
States Licensed in
  • Delaware,Maryland
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 65
Insurance and Annuity Licenses
  • Health, Life

Compensation and Fees

Fee Structure
  • Fee-Based
Compensation Methods
  • Based on Assets

Education

MD, BS - Medicine/Biology

Univ of Buffalo
1980 -1986

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities financial planning and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC