How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Barry

ADVISOR PROFILE

Services Offered
Employee and Employer Plan Benefits
Elder Care
Investment Planning
Estate Planning
Tax Planning
Education Planning
Business Succession Planning
Comprehensive Financial Planning
Retirement Planning

NAME OF OTHER BUSINESS: INTEGRAL FINANCIAL SOLUTIONS, LLC INVESTMENT RELATED: YES ADDRESS: 44 MONTGOMERY ST. SUITE 3030 SAN FRANCISCO, CA 94104 NATURE OF OTHER BUSINESS: INVESTMENT MANAGEMENT AND FINANCIAL PLANNING POSITION/TITLE/RELATIONSHIP: CO-FOUNDER AND PARTNER START DATE: 02/2010 APPROXIMATE NUMBER OF HOURS/MONTH: FULL TIME, APPROXIMATELY 160 HOURS/MONTH NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: MOSTLY ALL DURING SECURITIES TRADING HOURS DUTIES DESCRIPTION: INVESTMENT MANAGEMENT AND FINANCIAL PLANNING

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Barry Taylor

Experience: 19 years / 3 firms

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