advisor

Temp, S Davis IV

Integrated Financial Partners
132 Old Norton Rd
Suite 103

Fayetteville, GA 30215

4044560592

About Integrated Financial Partners

Integrated Financial Partners is a member firm of Integrated Financial Group, Inc., a consortium of independent financial advisors. This support provides you with the benefits of working with an independent financial advisor without giving up the resources of a large organization.

Independence Through Interdependence for Clients

As experienced LPL financial planners, we know that today's sophisticated clients need independent counsel and advice on their financial matters. What we've come to learn over the years, though, is that independence is only part of the equation to effectively serving clients.

Only through a thoughtful and deliberate interdependence with other highly skilled financial professionals can advisors hope to fully meet their clients' expectations, wants and needs. Whether working with CPAs, attorneys, estate planners, benefit specialists or any of numerous kinds of professional counsel, a key to successfully and thoroughly addressing clients' financial goals is to build lasting, effective relationships with a qualified team of professionals.

Integrated Financial Partners and LPL Financial are not affiliated with any outside professional or their service.

See Disclosures

General Information

Firm Start Year

No. of Employees

2-4

automated call

Yes

CRD#

4566515

Firm CRD#

168012

Name of Broker/Dealer

LPL Financial Inc

States Licensed in

GA

Years of Experience in Financial Services

21

Number of Years with Current Firm

21

Work with the following types of clients

Businesses, Individual Investors

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFS

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Disability, Life, Health, Annuity, Accident, Casualty, Variable Annuity, Long Term Care, Variable Life, HMO

Firm Information

Firm's Number of Clients

800

Firm's Number of Planning Clients

400

Firm's Number of Managed Clients

400

Assets Managed by Firm

200000000

Advisor's Number of Clients

84

Advisor's Number of Managed Clients

84

Advisor's Number of Planning Clients

84

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Commissions

Disclosures

FinancialPlanners.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialPlanners.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialPlanners.net cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, Integrated Financial Partners, and Integrated Financial Group are separate entities from LPL Financial.