Robert
Cheatham

Integrity Wealth Advisors, LLC

CRD#5040406
Investment Advisor
in Ventura, CA

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About this Advisor

Robert Cheatham is a financial advisor who works out of Ventura, California who has 3 years of relevant experience. Cheatham works at Integrity Wealth Advisors, LLC. Throughout their career, Cheatham has worked at Metlife Securities Inc, Mml Investors Services, LLC, Integrity Wealth Advisors, Inc, Lpl Financial, LLC and Massachusetts Mutual Life Insurance Company. Cheatham holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Integrity Wealth Advisors, LLC is a financial advisory firm that has its headquarters in Ventura, CA. The company has offices in two locations and a total of 15 financial advisors. It oversees $307 million in assets under management between its 1,540 client accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves six charitable organizations. Of its 1,540 customer accounts, 28% are held by high-net-worth individuals who have at least $1 million in investable assets. Integrity Wealth Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely are based on which service is provided. However, fee types charged by Integrity Wealth Advisors, LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

196 S. Fir St. Suite 140
Ventura, CA 93001

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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

Robert Cheatham Work History

Robert has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Integrity Wealth Advisors, Inc

2020 - Present (4 years)

Lpl Financial, LLC

2017 - 2020 (3 years)

Mml Investors Services, LLC

2016 - 2020 (4 years)

Massachusetts Mutual Life Insurance Company

2009 - 2017 (8 years)

Metlife Securities 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 Robert Cheatham 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
Joseph Baroni
Ventura, CA
Margaret Marapao
Ojai, 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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