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Melissa S. Livasy

INTEGRITY FINANCIAL ADVISORS
Grand Rapids, MI 49548
Some features on this profile are disabled
CRD#: 4881322
ML

Professional summary

Melissa Sue Livasy, who also goes by Melissa Sue Albarez, Melissa Sue Bendt, Missy Livasy, is a registered financial advisor currently at INTEGRITY FINANCIAL ADVISORS, LLC located in Grand Rapids, Michigan.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Melissa has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Melissa Sue Albarez | Melissa Sue Bendt | Missy Livasy

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 Melissa Sue Livasy'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

November 14, 2017 - Present

INTEGRITY FINANCIAL ADVISORS, LLC

Office #1: 144 44th Street Sw Suite #2, Grand Rapids, MI 49548
RIA
CRD#: 290127
Grand Rapids, MI
Past

January 11, 2017 - November 8, 2017

GRADIENT SECURITIES, LLC

RIA
CRD#: 127701
GRAND RAPIDS, MI
Past

January 11, 2017 - November 8, 2017

GRADIENT SECURITIES, LLC

BD
CRD#: 127701
GRAND RAPIDS, MI
Past

March 16, 2015 - December 31, 2015

GRADIENT SECURITIES, LLC

BD
CRD#: 127701
GRAND RAPIDS, MI
Past

March 13, 2015 - December 31, 2015

GRADIENT SECURITIES, LLC

RIA
CRD#: 127701
GRAND RAPIDS, MI
Past

May 8, 2014 - March 3, 2015

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
GRANDS RAPIDS, MI
Past

June 5, 2012 - December 31, 2013

GRADIENT SECURITIES, LLC

BD
CRD#: 127701
GRAND RAPIDS, MI
Past

September 18, 2006 - August 2, 2010

GLP INVESTMENT SERVICES, LLC

BD
CRD#: 25450
LAKE ODESSA, MI
Past

December 14, 2005 - September 20, 2006

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
LAKE ODESSA, MI

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
Michigan
(11/14/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/18/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/27/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/8/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/13/2005
Investment Company Products/Variable Contracts Representative Examination

Current Firm

IF
INTEGRITY FINANCIAL ADVISORS, LLC
INTEGRITY FINANCIAL ADVISORS, LLC

CRD#: 290127 / SEC#:

Michigan
Registered Investment Advisory firm - (10/31/2017 Approved)
PREMIUM
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Contact information

Main Address
144 44th Street Sw Suite #2, Grand Rapids, MI 49548
Mailing Address
Phone number
(616) 301-9291
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts465
AUM (Assets Under Management)$ 52,799,325

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.

Company Information

INTEGRITY FINANCIAL ADVISORS, LLC

CRD#: 290127Grand Rapids, MI 49548

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