Robert F. Held

INTEGRITY FINANCIAL ADVISORS

Lower Gwynedd, PA 19002

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CRD#: 1017651

Professional summary

Robert Forest Held JR, who also goes by Bob Held Jr, Jr Robert Forrest Held, is a registered financial advisor currently at INTEGRITY FINANCIAL ADVISORS, LLC located in Lower Gwynedd, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Robert has worked at 13 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Held Jr | Jr Robert Forrest Held

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)INSURANCE BROKERAGE - DBA: ADVANCED FINANCIAL PARTNERS, LLC, INVESTMENT-RELATED, 1018 NORTH BETHLEHEM PIKE, SUITE 100, LOWER GWYNEDD, PA 19002, LIFE INSURANCE SALES AND SERVICES, PRESIDENT/PARTNER/AGENT, START DATE: 01/01/80, APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 25- 40, DUTIES: INSURANCE SALES AND SERVICES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2)ADVISORY BOARD MEMBER - DBA: ADVANCED FINANCIAL PARTNERS, LLC, NOT INVESTMENT-RELATED, 1018 NORTH BETHLEHEM PIKE, SUITE 100, LOWER GWYNEDD, PA 19002, FINANCIAL PLANNING TOOL, ADVISORY BOARD MEMBER/USER, START DATE: NOVEMBER 2008, : APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: LESS THAN 10, DUTIES: FINANCIAL PLANNING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Forest Held JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 7, 2021 - Present

INTEGRITY FINANCIAL ADVISORS, LLC

Office #1: 1018 N. Bethlehem Pike Suite 101, Lower Gwynedd, PA 19002

RIA

CRD#: 313369

Lower Gwynedd, PA

Past

January 3, 2020 - July 2, 2021

PROSPERITY WEALTH MANAGEMENT, INC.

RIA

CRD#: 174328

Lower Gwynedd, PA

Past

February 23, 2015 - December 31, 2019

PROSPERITY WEALTH MANAGEMENT, INC.

RIA

CRD#: 174328

SAN RAMON, CA

Past

August 1, 2013 - June 26, 2014

COINBASE CAPITAL MARKETS CORP

CRD#: 10722

LOWER GWYNEDD, PA

Past

July 29, 2013 - February 20, 2015

COINBASE CAPITAL MARKETS CORP

RIA

CRD#: 10722

LOWER GWYNEDD, PA

Past

December 7, 2012 - August 29, 2013

GWYNEDD WEALTH PARTNERS, LLC

RIA

CRD#: 165721

LANSDALE, PA

Past

May 11, 2011 - January 8, 2013

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

LOWER GWYNEDD, PA

Past

February 15, 2011 - January 8, 2013

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

LOWER GWYNEDD, PA

Past

October 7, 2008 - February 16, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

LOWER GWYNEDD, PA

Past

October 7, 2008 - February 16, 2011

LPL FINANCIAL LLC

CRD#: 6413

LOWER GWYNEDD, PA

Past

July 25, 2003 - October 21, 2008

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

LOWER GWYNEDD, PA

Past

June 11, 2003 - October 21, 2008

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

LOWER GWYNEDD, PA

Past

April 10, 2001 - May 30, 2003

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

April 10, 2001 - May 30, 2003

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

August 29, 1995 - April 25, 2001

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

July 23, 1994 - August 18, 1995

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

July 20, 1984 - June 29, 1994

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

December 18, 1981 - March 13, 1984

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

Past

December 18, 1981 - March 13, 1984

EQUITABLE ADVISORS, LLC

CRD#: 6627

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTEGRITY FINANCIAL ADVISORS, LLC

ADVANCED FINANCIAL PARTNERS | TWO TUGBOATS LLC | ROBERTS FINANCIAL PARTNERS GROUP | INTEGRITY FINANCIAL ADVISORS, LLC

CRD#: 313369 / SEC#: 801-121305

RIA

Registered Investment Advisory firm - (7/1/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(7/7/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/24/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/26/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/11/1981

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INTEGRITY FINANCIAL ADVISORS, LLC

ADVANCED FINANCIAL PARTNERS | TWO TUGBOATS LLC | ROBERTS FINANCIAL PARTNERS GROUP | INTEGRITY FINANCIAL ADVISORS, LLC

CRD#: 313369 / SEC#: 801-121305

RIA

Registered Investment Advisory firm - (7/1/2021 Approved)

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Contact information

Main Address

400 Tradecenter Suite 3990, Woburn, MA 01801

Mailing Address

Phone number

(978) 338-4830

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IFA ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	485
AUM (Assets Under Management)	$ 124,354,304

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert F. Held

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Forest Held JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERITY WEALTH MANAGEMENT, INC.

PROSPERITY WEALTH MANAGEMENT, INC.

COINBASE CAPITAL MARKETS CORP

COINBASE CAPITAL MARKETS CORP

GWYNEDD WEALTH PARTNERS, LLC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

NYLIFE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

MML INVESTORS SERVICES, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

INTEGRITY FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/2000

Series 63

Date: 11/26/1984

Series 6

Date: 12/11/1981

Current Firm

INTEGRITY FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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