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Sofia C. Leguria

INTEGRITY ADVISORY SOLUTIONS
Modesto, CA 95354
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CRD#: 8235476
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Sofia Christine LeguriaINTEGRITY ADVISORY SOLUTIONS

Professional summary


Sofia Christine Leguria, who also goes by Sofia Leguria, is a registered financial advisor currently at INTEGRITY ADVISORY SOLUTIONS located in Modesto, California.

Sofia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Sofia has worked at 1 firm and has passed the Series 65 exam.

At a Glance


Always Fiduciary

Aliases


Sofia Leguria

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) SOCIETY FOR DISABILITIES POSITION: Board Member NATURE: I am on the board of the Society for Disabilities. We serve the disabled community in Northern California with different programming for enrichment and a medical equipment loan closet. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 1129 8th St, Suite 101, Modesto CA 95354, United States DESCRIPTION: I serve on the board. We make decisions about how to run the organization and fundraising to support our programs. 2) CONTENTMENT WEALTH POSITION: Employee NATURE: IAR for Contentment Wealth clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/18/2026 ADDRESS: 1315 K Street, Modesto CA 95354, United States DESCRIPTION: Meet with clients to disucss thier investments 3) AMERICAN ACADEMY POSITION: Volunteer NATURE: I am a part of the group, and I attend the events and receive continuing education. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 9444 Balboa Ave # 300, San Diego CA 92123, United States DESCRIPTION: I dont have duties per se. I attend the summits and seminars to receive business and legal advice. 4) LEGURIA LAW POSITION: Employee NATURE: Estate planning and probate law office INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 1315 K Street, Modesto CA 95354, United States DESCRIPTION: I am an attorney, I meet with clients regarding their estate planning or probate cases.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Sofia Christine Leguria's CRS (Customer Relationship Summary).
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

June 30, 2026 - Present

INTEGRITY ADVISORY SOLUTIONS

Office #1: 1315 K Street, Modesto, CA 95354
RIA
CRD#: 288817
Modesto, 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".
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH

CRD#: 288817 / SEC#: 801-123090

RIA
Registered Investment Advisory firm - (1/20/2022 Approved)
Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)
Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)
Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)
North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)
South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)
Texas
Registered Investment Advisory firm - (2/8/2022 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
(6/30/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/23/2026
Uniform Investment Adviser Law Examination

Current Firm


IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH

CRD#: 288817 / SEC#: 801-123090

RIA
Registered Investment Advisory firm - (1/20/2022 Approved)
Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)
Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)
Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)
North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)
South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)
Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)
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Contact information


Main Address
1445 Ross Ave Fl 55, Dallas, TX 75202
Mailing Address
Phone number
(214) 919-2165
Established
Firm type
Fiscal year end
# of Employees
90

SEC notice filing (42 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IAS FORM ADV, PART 2A BROCHURE (9/16/2025)

Regulatory assets under management


Total Number of Accounts2,709
AUM (Assets Under Management)$ 512,263,824

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 ADVISORY SOLUTIONS

CRD#: 288817Modesto, CA 95354

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