RA
ChFC
RA
ChFC
Ralph Adamo
38 Years of Experience
Newport Beach, CA
5 DisclosuresBrokerSells Insurance
Ralph Adamo is a ChFC-designated registered investment advisor, based in Newport Beach, CA, with 38 years of industry experience.
Location
3991 Macarthur Blvd., Suite 215, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (5)
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Regulatory
April 2020Final
Regulatory
November 2019Final
Employment Separation After Allegations
December 2017Regulatory
October 2007Final
Regulatory
December 2005Final
Other Business ActivitiesSells Insurance
Ralph is the owner, president, and CEO of Integrity Wealth Management, dedicating most of his time to this role. He also works as an insurance agent for Integrity Wealth Management Insurance Services, spending minimal time on insurance sales, and is an author, writing on industry and practice-related topics and investment-related books and articles.
Employment History
Current Registrations
Kovack Securities INC.Broker
November 2021 - Present · 4 yrs 8 mos
Kovack Advisors, INC.
January 2018 - Present · 8 yrs 6 mos
Previous Registrations
Csenge Advisory Group, LLC
October 2016 - January 2018 · 1 yr 3 mos
Fsc Securities Corporation
July 2007 - December 2017 · 10 yrs 5 mos
Fsc Securities Corporation
May 1997 - December 2005 · 8 yrs 7 mos
Fsc Securities CorporationBroker
April 1995 - December 2017 · 22 yrs 8 mos
Cigna Financial Advisors,inc.Broker
November 1988 - March 1995 · 6 yrs 4 mos
Travelers Equities Sales, INC.Broker
March 1987 - November 1988 · 1 yr 8 mos
State Registrations6 states
CACODEFLTXUT
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.