linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Joseph Carney

Integrity Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Joseph Carney

Daniel Joseph Carney is an Investment Advisor Representative at Integrity Investment Advisors, LLC. Daniel has been in the industry since 2018 and is licensed in Pennsylvania. Daniel holds the Series 65 license and has been registered as an Investment Advisor Representative since 2022.

Firm Information

Daniel Carney is currently registered with Integrity Investment Advisors, LLC. Integrity Investment Advisors, LLC is an investment advisor based in [Main Office Location]. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals and businesses. They manage approximately $55.83 million in assets for 289 clients, including 12 high-net-worth individuals. The firm has 2 licensed agents, 5 investment advisor representatives, and 3 investment advisory functions.

$55.83M

Assets Under Management

10

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Carney’s Registration & Firm History

PA

03/04/2022 - Present

Integrity Investment Advisors, LLC (LANSDALE PA)

Not sure if Daniel Joseph Carney is right for you?

Licenses & Designations

IA

Issued 03/03/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Joseph Carney.
Not sure if Daniel Joseph Carney is right for you?