Unclaimed
Kristofer Gray is an Investment Advisor Representative associated with Integrity Financial Corp., a firm with offices in Malibu, CA, and Cheyenne, WY. Kristofer has been in the industry since August 2004 and holds a Series 65 license. Kristofer is registered as an Investment Advisor Representative in California, Florida, Washington, and Wyoming. Kristofer specializes in working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Integrity Financial Corp. is a financial advisory firm that provides a variety of financial services to individuals, businesses, and institutions. The firm's services include financial planning, portfolio management, and pension consulting. Integrity Financial Corp. has over 328 clients and manages approximately $549 million in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
11/13/2023 - Present
Integrity Financial Corp. (MALIBU CA)
IA
Issued 07/29/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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