Devon Albarez

INTEGRITY FINANCIAL ADVISORS

Grand Rapids, MI 49548

Some features on this profile are disabled

CRD#: 7541475

Professional summary

Devon Albarez is a registered financial advisor currently at INTEGRITY FINANCIAL ADVISORS, LLC located in Grand Rapids, Michigan.

Devon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Devon has worked at 1 firm 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.

1- INTEGRITY FINANCIAL GROUP, LLC; INV-RELATED; 144 44TH ST SW, STE. 2, GRAND RAPIDS, MI 49548; INSURANCE; AGENT; START 04/2022; 120 HRS/MO; 120 HRS/MO DURING TRADING; BUSINESS PLANNING, CLIENT SERVICES, ACCOUNTING AND DBA FOR SECURITIES AND ADVISORY SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devon Albarez'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

April 25, 2022 - Present

INTEGRITY FINANCIAL ADVISORS, LLC

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

RIA

CRD#: 290127

Grand Rapids, 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
(4/25/2022)

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

State Security Law Exam

IAR

Series 65

Date: 4/6/2022

Uniform Investment Adviser Law Examination

Current Firm

INTEGRITY FINANCIAL ADVISORS, LLC

CRD#: 290127 / SEC#:

Michigan

Registered Investment Advisory firm - (10/31/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	465
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.

Similar Advisors

Scott Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

IAR

GRAND RAPIDS, MI

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Devon Albarez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devon Albarez's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2022

Current Firm

INTEGRITY FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRITY FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors