Integrity Financial Advisors, LLC

CRD 313369 · Woburn, MA · $134.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 313369
SEC number: 801-121305
Firm type: RIA
Assets under management: $134.9M as of Jun 26, 2026
Website: www.integrityfa.com ↗
Phone: 978-338-4830
Address: 400 Tradecenter, Woburn, MA, 01801

Advisors at this firm

9 in our index · page 1 of 1

Christian Frederick BockrathCRD 7971569 · Lansdale, PA

IA Registered
Lori Ann DayCRD 6306856 · Simi Valley, CA

IA Registered
Robert Forest HeldCRD 1017651 · Lower Gwynedd, PA

IA Registered

Disclosure event(s) on record
Joseph Byron HoslerCRD 1290907 · Woburn, MA

IA Registered
Michael Dale KoontzCRD 807069 · Forest, VA

IA RegisteredRegistration inactive
Leanne Atencio MartinCRD 4633600 · Kittery, ME

IA RegisteredRegistration inactive
Atencio Taylor MartinCRD 7709709 · Kittery, ME

IA Registered
Lacey Lynn RobertsCRD 4245139 · Edmond, OK

IA RegisteredRegistration inactive
David Morgan SchubachCRD 2279707 · Tolland, CT

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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