Monica Gamblin
Monica Gamblin is a registered investment advisor at Integra Wealth Advisors, based in Saint Louis, MO, with 19 years of industry experience. Monica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Tax Planning. Their firm serves 25 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Integra Wealth Advisors does not directly manage client investments. Instead, IWA refers clients to third-party money managers and receives a portion of the management fees they charge. The total advisory fee ranges from 1.25% to 2.50% annually, with the third-party money manager retaining 0% to 1% and the balance paid to IWA.
Location
400 N. Fourth St, Suite 215, Saint Louis, MO, 63102
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Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
Monica is involved with The Gamblin Group, where she works full-time in tax representation, financial advising, and tax preparation.
Employment History
Current Registrations
Integra Wealth Advisors
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Edward Jones
Edward JonesBroker
State Registrations2 states
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.