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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-07-2021
- Office Locations
- 2
Office Locations
About Integrity Financial Strategies
Integrity Financial Strategies is an independent, fee-only, women-owned wealth management firm providing investment management and comprehensive financial planning. The team specializes in serving women and female-led households, couples, and clients navigating divorce transitions, with guidance designed to keep portfolios aligned to personal goals through market volatility and life changes. Custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHANIE LEE FARRAR
Chief Compliance Officer, FINANCIAL CONSULTANT, Financial Professional
- CRD
- #2875385
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Jacki Farrar
Financial Consultant
- CRD
- #5997549
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,865,203 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,865,203 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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