SW
Scott A. Wilson
INTEGRITY FINANCIAL
MALIBU, CA 90265
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CRD#: 6544882
SW
Professional summary
Scott Adam Wilson, CFP® is a registered financial advisor currently at INTEGRITY FINANCIAL CORPORATION located in Malibu, California.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Scott has worked at 2 firms and has passed the Series 65 exam.
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.
Fintent, LLC; Business is not investment related. Address: 2515 Warren Ave Ste 500 Box 1208, Cheyenne, WY 82001. Mr. Wilson is the business owner and operator. Fintent, LLC is an Accounting and Tax business. Start date of Mr. Wilsons's affiliation is March 1, 2020 and devotes approximately 150 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Adam Wilson'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®
Experience
Current
November 10, 2023 - Present
INTEGRITY FINANCIAL CORPORATION
Office #1: 24955 Pacific Coast Highway, Malibu, CA 90265RIA
CRD#: 137125
MALIBU, CA
Past
March 8, 2016 - November 6, 2020
FORBES INVESTMENT MANAGEMENT
RIA
CRD#: 281210
SANTA MONICA, CA
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".
IF
INTEGRITY FINANCIAL CORPORATION
INTEGRITY FINANCIAL CORPORATION
CRD#: 137125 / SEC#: 801-107275
RIA
Registered Investment Advisory firm - (2/16/2016 Approved)California
Registered Investment Advisory firm - (3/18/2016 Terminated)Florida
Registered Investment Advisory firm - (2/17/2016 Terminated)Oregon
Registered Investment Advisory firm - (2/17/2016 Terminated)South Carolina
Registered Investment Advisory firm - (2/17/2016 Terminated)Washington
Registered Investment Advisory firm - (3/17/2016 Terminated)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
California(11/10/2023)
IAR
Wyoming(11/10/2023)
Current Firm
IF
INTEGRITY FINANCIAL CORPORATION
INTEGRITY FINANCIAL CORPORATION
CRD#: 137125 / SEC#: 801-107275
RIA
Registered Investment Advisory firm - (2/16/2016 Approved)California
Registered Investment Advisory firm - (3/18/2016 Terminated)Florida
Registered Investment Advisory firm - (2/17/2016 Terminated)Oregon
Registered Investment Advisory firm - (2/17/2016 Terminated)South Carolina
Registered Investment Advisory firm - (2/17/2016 Terminated)Washington
Registered Investment Advisory firm - (3/17/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
680 S. Cache St. Suite 100 - 7403, Jackson, WY 83001
Mailing Address
24955 Pacific Coast Highway Suite B202, Malibu, CA 90265
Phone number
(800) 794-4015
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,825 |
| AUM (Assets Under Management) | $ 680,078,217 |
Red Flags
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Company Information
INTEGRITY FINANCIAL CORPORATION
CRD#: 137125Malibu, CA 90265TRUST BUT VERIFY
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