Integrated Financial Strategies LLC
Legal Name: INTEGRATED FINANCIAL STRATEGIES, LLC
Full Contact Details
Integrated Financial Strategies LLC
6100 FAIRVIEW ROAD, SUITE 230, CHARLOTTE, NC
704-643-5000
704-943-7296
Other Info
Integrated Financial Strategies LLC, legally known as INTEGRATED FINANCIAL STRATEGIES, LLC, is a North Carolina Limited Liability Company with 8 employees, including 4 advisory professionals. Although the exact number of clients served by the firm is not disclosed, it's noteworthy that its latest SEC status is listed as Approved with a registration date of Aug 10, 2015, indicating regulatory compliance and a commitment to high standards.
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Direct Owners
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KELLY GENE BURKE
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns 75% or more
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