Robert Held
Robert Held is a registered investment advisor at Integrity Financial Advisors, LLC, based in Lower Gwynedd, PA, with 43 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 237 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Financial Advisors primarily recommends that clients use Auour Investments to manage their portfolios. Auour's fee is typically between 1.50% and 1.55% of your portfolio's value and can be negotiated. This fee includes the cost of Integrity Financial Advisors' services. Clients can engage Auour directly for asset management at a potentially lower cost, but Auour typically requires a minimum investment of $5 million, though they reserve the right to lower this minimum in limited cases.
Location
1018 N. Bethlehem Pike, Suite 101, Lower Gwynedd, PA, 19002
Get directionsHistory
Regulatory History (8)
Regulatory
March 2015Judgment / Lien
July 2012Judgment / Lien
August 2011Customer Dispute
November 2010Customer Dispute
September 2010Customer Dispute
June 2009Customer Dispute
March 2003Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Robert is the President/Partner/Agent at Advanced Financial Partners, LLC, where he focuses on life insurance sales and services, dedicating about a quarter of his time, including time during trading hours. He also serves as an advisory board member for a financial planning tool, spending about a quarter of his time, but minimal time during trading hours.
Employment History
Current Registrations
Integrity Financial Advisors, LLC
Previous Registrations
Prosperity Wealth Management, INC.
Prosperity Wealth Management, INC.
Keystone Capital CorporationBroker
Keystone Capital Corporation
Gwynedd Wealth Partners, LLC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Nylife Securities INC.Broker
Guardian Investor Services CorporationBroker
MML Investors Services, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.