IF
Ira M. Feldman
INTEGRITY INVESTMENT ADVISORS
Lansdale, PA 19446
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CRD#: 4647761
IF
Professional summary
Ira M. Feldman is a registered financial advisor currently at INTEGRITY INVESTMENT ADVISORS, LLC located in Lansdale, Pennsylvania.
Ira is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Ira has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ira M. Feldman'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®
NoneExperience
Current
January 18, 2022 - Present
INTEGRITY INVESTMENT ADVISORS, LLC
Office #1: 500 E Main Street, Lansdale, PA 19446RIA
CRD#: 140838
Lansdale, PA
Past
May 7, 2003 - October 5, 2006
BUSH LEVIN TECOSKY ZINMAN FINANCIAL SERVICES LLC.
RIA
CRD#: 123487
HUNTINGDON VALLEY, PA
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(1/18/2022)
Exams
Current Firm
II
INTEGRITY INVESTMENT ADVISORS, LLC
COMPREHENSIVE ADVISORS, LLC | INTEGRITY INVESTMENT ADVISORS, LLC
CRD#: 140838 / SEC#:
Missouri
Registered Investment Advisory firm - (1/2/2015 Approved)New Jersey
Registered Investment Advisory firm - (2/13/2007 Approved)Pennsylvania
Registered Investment Advisory firm - (7/17/2006 Approved)Texas
Registered Investment Advisory firm - (12/31/2017 Terminated)PREMIUM
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Contact information
Main Address
500 E Main Street, Lansdale, PA 19446
Mailing Address
Phone number
(215) 772-2160
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 278 |
| AUM (Assets Under Management) | $ 57,448,388 |
Red Flags
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