James F. Harvey

INTEGRITY FIRST FINANCIAL PLANNING LLC

Colorado Springs, CO

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CRD#: 7225598

Professional summary

James Freeman Harvey, CFP®, who also goes by James F. Harvey, Jim Harvey, is a registered financial advisor currently at INTEGRITY FIRST FINANCIAL PLANNING LLC located in Colorado Springs, Colorado.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. James has worked at 1 firm .

Question & Answer

What are your service offerings?

Retirement Planning

Tax Planning

Comprehensive Financial Planni...

Investment Planning

How do you get paid?

Fee Only

Are you a "fiduciary"?

Yes

Aliases

James F. Harvey | Jim Harvey

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.

While Mr. Harvey is Certified Public Accountant (CPA), he is not associated with an accounting firm; he does not provide accounting or tax preparation services, nor does he serve in a role that would be defined as having physical custody of an account.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Freeman Harvey'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®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

April 3, 2020 - Present

INTEGRITY FIRST FINANCIAL PLANNING LLC

RIA

CRD#: 307515

Colorado Springs, CO

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

Colorado
(4/3/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

INTEGRITY FIRST FINANCIAL PLANNING LLC

CRD#: 307515 / SEC#:

Colorado

Registered Investment Advisory firm - (4/3/2020 Approved)

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Contact information

Main Address

Colorado Springs, CO

Mailing Address

Phone number

(719) 745-4554

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 12,613,078

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.

Contact information

(xxx) xxx-xxxx

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James F. Harvey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Freeman Harvey's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY FIRST FINANCIAL PLANNING LLC

State Registrations and Notice Filings

Exams

Current Firm

INTEGRITY FIRST FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRITY FIRST FINANCIAL PLANNING LLC

TRUST BUT VERIFY

Contact information

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