Jeremy
Cumbee
Integrity Financial Corporation
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About this Advisor
Jeremy Cumbee is a financial advisor based out of Malibu, California with a total of 4 years of relevant experience. Cumbee is on the advisory team at Integrity Financial Corporation. The advisor has gained experience at Integrity Financial Corporation, Pepperdine University, Og Packing, Pepperdine University Volunteer Manager and Orange Lutheran High School. Cumbee holds a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in California. Integrity Financial Corporation is a registered investment business based out of Cheyenne, WY. The investment advisory business has offices in seven locations and a total of 21 people on staff. It administers $463 million in assets across its 1,469 accounts, making it one of the bigger firms in the nation by assets under management. The firm serves five charitable organizations. Of its 1,469 client accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in assets. The business has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types charged by Integrity Financial Corporation typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrity Financial Corporation Brokerage Details
$462,712,810
21
1,469
$314,985
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Jeremy Cumbee Work History
Jeremy has been registered as a financial advisor for 4 years.*
Integrity Financial Corporation
Integrity Financial Corporation
Pepperdine University
Og Packing
Pepperdine University Volunteer Manager
Pepperdine University
Orange Lutheran High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Cumbee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrity Financial Corporation
Sacramento, CA
Cheyenne, WY
Cheyenne, WY
Cheyenne, WY
Cheyenne, WY
Malibu, CA
Cheyenne, WY
Jackson, WY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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