Temp S Davis IV
Integrated Financial Partners
132 Old Norton Rd
Suite 103
Fayetteville, GA 30215
4044560592
About Integrated Financial Partners
Integrated Financial Partners is a member firm of Integrated Financial Group, Inc., a consortium of independent financial advisors. This support provides you with the benefits of working with an independent financial advisor without giving up the resources of a large organization.
Independence Through Interdependence for Clients
As experienced LPL financial planners, we know that today's sophisticated clients need independent counsel and advice on their financial matters. What we've come to learn over the years, though, is that independence is only part of the equation to effectively serving clients.
Only through a thoughtful and deliberate interdependence with other highly skilled financial professionals can advisors hope to fully meet their clients' expectations, wants and needs. Whether working with CPAs, attorneys, estate planners, benefit specialists or any of numerous kinds of professional counsel, a key to successfully and thoroughly addressing clients' financial goals is to build lasting, effective relationships with a qualified team of professionals.
Integrated Financial Partners and LPL Financial are not affiliated with any outside professional or their service.
See Disclosures
General Information
Firm Start Year
No. of Employees
2-4
automated call
Yes
CRD#
4566515
Firm CRD#
168012
Name of Broker/Dealer
LPL Financial Inc
States Licensed in
GA
Years of Experience in Financial Services
21
Number of Years with Current Firm
21
Work with the following types of clients
Businesses, Individual Investors
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFS
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Disability, Life, Health, Annuity, Accident, Casualty, Variable Annuity, Long Term Care, Variable Life, HMO
Firm Information
Firm's Number of Clients
800
Firm's Number of Planning Clients
400
Firm's Number of Managed Clients
400
Assets Managed by Firm
200000000
Advisor's Number of Clients
84
Advisor's Number of Managed Clients
84
Advisor's Number of Planning Clients
84
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Commissions
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org 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
Disclaimer
Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, Integrated Financial Partners, and Integrated Financial Group are separate entities from LPL Financial.