Richard
Connett
Integrity Wealth Partners, LLC
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About this Advisor
Richard Connett is a certified financial planner based in Walnut Creek, California with a total of 2 years of industry experience. Connett is on the advisory team at Integrity Wealth Partners, LLC. Throughout their career, they have worked at Ameriprise Financial Services, Inc and Integrity Wealth Partners, LLC. Connett has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Integrity Wealth Partners, LLC is a company operating out of Walnut Creek, CA. The firm has just three employees. It oversees $156 million in assets under management across its 571 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 571 accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fee types charged by Integrity Wealth Partners, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrity Wealth Partners, LLC Brokerage Details
$156,226,118
3
571
$273,601
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Richard Connett Work History
Richard has been registered as a financial advisor for 2 years.*
Integrity Wealth Partners, LLC
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 Richard Connett 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 Partners, LLC
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, 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.
