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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Integrity Capital Management LLC 11 years, 5 months Jan 2007 - Present
Gilbert Advanced Asset Management, Inc. 7 months Jun 2006 - Jan 2007
LPL Financial LLC 6 years, 6 months Jul 2000 - Jan 2007

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Pamela Rehart

Financial Infidelity
Published 2013-05-29 07:57:59
Valuable Life Lessons
Published 2013-05-29 07:44:16
I'm Too Young to Plan for Retirement!
Published 2013-05-29 07:26:23
A Great Little Book on Investing
Published 2013-04-30 10:42:00
The Foundation of Trust: Rules vs Values
Published 2013-04-30 10:39:01
The Foundation of Great Financial Advice
Published 2013-04-30 10:26:07
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How i can review my balance???
    Hi Eleazar,Can you provide a little more information about the type of balance you want to review? It is in your 401k plan or some other type of investment?...  (more)
    Answered Sep 2013
    How do i get started with 401 k?
    Hi Mariya,It's a great decision to invest in a 401k plan. First, talk to your Human Resources representative to get started. They can help you get the appropriate paperwork to get signed up. If your 401k plan has an advisor, they can help you complete the paperwork and select a portfolio design. It...  (more)
    Answered Oct 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Jan 2, 2017
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Nov 9, 2016
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Integrity Capital Management LLC

      Last updated on Feb. 16, 2017
        • $131.4M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 358
          Accounts
        • $367.0K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements