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Richard Pascual

Integrity Advisory Solutions
20 Years of Experience
Cape Coral, FL
1 Disclosure
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Richard Pascual is a registered investment advisor at Integrity Advisory Solutions, based in Cape Coral, FL, with 20 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,428 clients with $1.1B in assets under management.

Integrity Advisory Solutions
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
127 advisors
Number of Clients
2,428 clients
Average Client Portfolio
$454K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

The maximum combined fee consists of up to a 0.35% program fee and up to a 2.00% investment advisory fee. Individual rates are negotiable.

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

Cape Coral, FL

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History

Regulatory History (1)
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Judgment / Lien
February 2004
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Integrity Advisory Solutions
January 2026 - Present · 9 mos
Previous Registrations
Gladstone Wealth Group
August 2015 - November 2018 · 3 yrs 3 mos
Private Portfolio Partners, LLC
November 2012 - January 2016 · 3 yrs 2 mos
LPL Financial LLCBroker
November 2012 - October 2018 · 5 yrs 11 mos
PNC Investments
August 2009 - November 2012 · 3 yrs 3 mos
PNC InvestmentsBroker
April 2007 - November 2012 · 5 yrs 7 mos
Banc of America Investment Services, INC.Broker
October 2004 - April 2007 · 2 yrs 6 mos
Quick & Reilly, INC.Broker
July 2004 - October 2004 · 3 mos
Wachovia Securities, LLCBroker
June 2003 - July 2004 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
December 2001 - December 2002 · 1 yr
J.B. Oxford & CompanyBroker
September 1998 - December 2001 · 3 yrs 3 mos
Paragon Capital CorporationBroker
November 1996 - November 1996 · 0 mos
State Registrations1 state
FL
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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