CRD: 310939
Section Integrity Wealth Management
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-13-2020
- Office Locations
- 1
Office Locations
About Section Integrity Wealth Management
Section Integrity Wealth Management is a Florida-based RIA providing wealth management and comprehensive financial planning, including investment guidance, retirement planning, insurance, and college funding. The practice is led by a CERTIFIED FINANCIAL PLANNER® and serves retail clients, including entrepreneurs. Portfolios are primarily ETF-based with some fixed income and cash, and the firm custodies with Interactive Brokers.
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Owner & Executives
Loyd E Pyle Jr
Chief Compliance Officer, Investment Advisor Representative, PRINCIPAL
- CRD
- #7295211
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,140,557 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,140,557 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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