| Advisor Profile |
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| Name: |
Tom Prybylo |
| Phone Number: |
(630) 984-5830 |
| Website: |
Visit Website
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Business Description |
| Integrity Financial Management is an independent financial planning firm and a member of the Christian Financial Professionals Network.
OUR MOTTO:
Trust, Integrity and Service!
If you are not satisfied with your financial progress in life, read on, we can help.
What we can DO FOR YOU:
We provide a personalized quality of investment and financial advisory services that goes well beyond what most banks, investment firms and retail brokerage houses can offer. We consider your total financial picture and your life circumstances, to provide you with an integrated financial program. You have the freedom to choose a fee-based or commission-based arrangement. Our first consultation is ABSOLUTELY COMPLIMENTARY and we will analyze your current portfolio at NO COST to you- the best investment that you'll ever make!!
Securities offered through Crown Capital Securities, LP, FINR/SIPC Branch Office: 14 S. Pack, Asheville, NC 28801
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General Information |
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| Name of Broker/Dealer: |
Crown Capital Securities
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| States Licensed in: |
Illinois, Wisconsin, Iowa, Indiana, Ohio
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| Years of Experience in Financial Services: |
16
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| Number of Years with Current Firm: |
7
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| Work Experience: |
I have been in the financial services industry for over 15years and have owned my own financial services firm - Integrity Financial Management for the past 6 years
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| I work with the following types of clients: |
Businesses
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Education |
| Academic Background |
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BA in Economics, University of Illinois.
MBA in Finance, DePaul University Chicago, IL.
Registered Financial Planner.
Member - Christian Financial Planners Network. |
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Services |
| Investment Types: |
Mutual Funds, Stocks Mutual Funds, Annuities, Alternative Investments, Bonds, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Financial Planner
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| Securities Licenses: |
Life & Health, Series 7, Series 63
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| Insurance and Annuity Licenses: |
Variable Life, Variable Annuity, Life
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| Financial Organization Memberships: |
Paladin Registry, RFP, Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Firm's Number of Clients: |
375
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| Assets Managed by Firm: |
Yes
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| Advisor's Number of Clients: |
125
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| Assets Managed by Advisor: |
65 million
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
25000
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| Compensation Methods: |
Based on Assets, Commissions, Hourly, Flat Fee
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| Additional Details on Charges: |
We have fees based on individual basis and discuss them directly with our clients, access our website to find out more:
www.Integrityfm.com
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| Minimum Fee Charged for Managed Accounts: |
250
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| Prepared By: |
Tom Prybylo |
| Most Recent Update: |
05/22/2008 |
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