Jeffrey
Schulz
Integrity Advisory Solutions
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About this Advisor
Jeffrey Schulz is a financial advisor based in Tampa, Florida, working with Integrity Advisory Solutions. Jeffrey has previously held positions at Home Care Providers Of Texas, Self Employed - Physical Therapy, Burlington Alliance Capital Management, LLC, Weichert Realtors, Premier Futureguard, Integrity Advisory Solutions, and Direct Solar Of America. Jeffrey has passed the Series 65 regulatory exam and is registered to provide services in Florida, North Carolina, and Texas. Currently, Jeffrey is part of Integrity Advisory Solutions, which operates out of Tampa, Florida. The firm has 13 offices and 39 employees. The firm manages assets totaling $147.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Integrity Advisory Solutions includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Integrity Advisory Solutions Brokerage Details
$147,498,323
39
783
$188,376
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jeffrey Schulz Work History
Integrity Advisory Solutions
Premier Futureguard
Burlington Alliance Capital Management, LLC
Direct Solar Of America
Self Employed - Physical Therapy
Weichert Realtors
Home Care Providers Of Texas
Disclosures
Please visit the SEC profile of Jeffrey Schulz 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 Advisory Solutions
Sarasota, FL
Cypress, TX
Burlington, NC
Burlington, NC
Burlington, NC
Peoria, AZ
Eagan, MN
Burlington, NC
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