Lori
Day
Integrity Financial Advisors, LLC
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About this Advisor
Lori Day is a financial advisor based in Simi Valley, California, working with Integrity Financial Advisors, LLC. Lori has previously held positions at The Fidato Group LLC, Day Street Financial & Insurance Services, LLC, Virtue Capital Management, LLC, Blue Ocean Capital Management, LLC, and Horter Investment Management, LLC. Lori has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Lori is part of Integrity Financial Advisors, LLC, which operates out of Simi Valley, California. The firm has 4 offices and 8 employees. The firm manages assets totaling $103.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Integrity Financial Advisors, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Integrity Financial Advisors, LLC Brokerage Details
$103,623,839
8
444
$233,387
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lori Day Work History
Blue Ocean Capital Management, LLC
Day Street Financial & Insurance Services, LLC
Virtue Capital Management, LLC
Horter Investment Management, LLC
The Fidato Group LLC
Disclosures
Please visit the SEC profile of Lori Day 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 Advisors, LLC
Denver, CO
Kittery, ME
Wenham, MA
Ambler, PA
Ambler, PA
Simi Valley, CA
Norman, OK
Charlotte, NC
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