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WM

Witt Mcdee

INTEGRITY INVESTMENT PORTFOLIOS
Downey, CA 90241-5503
Some features on this profile are disabled
CRD#: 2565292
WM
Witt McdeeINTEGRITY INVESTMENT PORTFOLIOS

Professional summary

Witt Mcdee is a registered financial advisor currently at INTEGRITY INVESTMENT PORTFOLIOS LLC located in Downey, California and INTEGRITY BROKERAGE, LLC located in Seattle, Washington.

Witt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Witt has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Witt Mcdee's 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 3, 2026 - Present

INTEGRITY INVESTMENT PORTFOLIOS LLC

Office #1: 9411 Firestone Blvd Ste 2, Downey, CA 90241-5503
RIA
CRD#: 340113
Downey, CA
Current

October 17, 2019 - Present

INTEGRITY BROKERAGE, LLC

Office #1: 720 Seneca St Ste 107, Seattle, WA 98101
BD
CRD#: 117589
SEATTLE, WA
Past

January 10, 2002 - January 3, 2020

E-W INVESTMENTS, INC.

BD
CRD#: 17463
SAN GABRIEL, CA
Past

December 7, 1998 - January 7, 2002

GOLDEN BELL ENTERPRISES, INC.

BD
CRD#: 38700
ALHAMBRA, CA
Past

February 15, 1995 - December 31, 1998

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/17/2019)
IAR
California
(7/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/16/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/16/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/14/1995
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

II
INTEGRITY INVESTMENT PORTFOLIOS LLC
INTEGRITY INVESTMENT PORTFOLIOS LLC | INTEGRITY PORTFOLIO MANAGERS

CRD#: 340113 / SEC#:

California
Registered Investment Advisory firm - (5/29/2026 Approved)
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Contact information

Main Address
11662 Jerry St, Cerritos, CA 90703
Mailing Address
Phone number
(562) 537-2265
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

INTEGRITY INVESTMENT PORTFOLIOS LLC

CRD#: 340113Downey, CA 90241-5503

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