Martha
Laff

Integrity Wealth Advisors, LLC

CRD#1592273
Investment Advisor
in Porter Ranch, CA

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About this Advisor

Martha Laff is a chartered financial consultant operating out of Porter Ranch, California who has 7 years of relevant experience. Laff is an advisor for Integrity Wealth Advisors, LLC. During their career, Laff has held roles at Ameriprise Financial Services Inc, Lpl Financial, LLC and Integrity Wealth Advisors, LLC. Laff maintains a Series 63 license, designating them as a securities representative, and is approved to work in California. Integrity Wealth Advisors, LLC is an advisory firm based out of Ventura, CA. The investment advisory business has offices in two locations and a total of 15 employees. It controls $307 million in assets under management between its 1,540 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises six charities and foundations. Of its 1,540 client accounts, 28% are associated with high-net-worth clients who have greater than $1 million in assets. Integrity Wealth Advisors, LLC performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on the type of financial services provided. Fees charged by Integrity Wealth Advisors, LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Porter Ranch, CA

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Integrity Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$307,036,398

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

1,540

CA Average: 3,727
Average Account Size

$199,374

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Martha Laff Work History

Martha has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lpl Financial, LLC

2016 - Present (8 years)

Integrity Wealth Advisors, LLC

2011 - 2016 (5 years)

Ameriprise Financial Services Inc

*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 Martha Laff 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 Wealth Advisors, LLC

Laine Miller
Ventura, CA
Martha Laff
Porter Ranch, CA
Christopher Wagner
Ventura, CA
Robert Cheatham
Ventura, CA
Margaret Marapao
Ojai, CA
Joseph Baroni
Ventura, CA
Douglas Ecker
Ventura, CA
Stephen Wagner
Ventura, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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