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JH
CFP
JH
CFP

John Hickey

Integrity Investment Advisors, LLC
24 Years of Experience
Lansdale, PA
Sells Insurance
View SEC Summary
View SEC Summary

John Hickey is a CFP-designated registered investment advisor at Integrity Investment Advisors, LLC, based in Lansdale, PA, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 170 clients with $67M in assets under management.

Integrity Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
170 clients
Average Client Portfolio
$394K average
Assets Under Management
$67.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and may be higher or lower based on account size, asset complexity, and other unique factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

500 E Main Street, Lansdale, PA, 19446

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John has various insurance appointments selling fixed life insurance and serves as Chief Compliance Officer for Comprehensive Advisors LLC, spending about a quarter of his time on compliance, operations, and sales. He also works for Integrity Tax of New Jersey, spending about half his time during tax season and a few hours per week during non-tax season, and is a trainer for COM PSYCH, providing employee assistance programs.

Employment History
Current Registrations
Integrity Investment Advisors, LLC
July 2006 - Present · 20 yrs 3 mos
Previous Registrations
Bush Levin Tecosky Zinman Financial Services LLC.
March 2003 - July 2006 · 3 yrs 4 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2002 - December 2015 · 13 yrs 7 mos
State Registrations3 states
MONJPA
Advisor

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.
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