Richard has been a Registered Representative and Investment Advisor Representative since 2004. His securities registrations include the Series 7, 63, and 66. He also maintains insurance licenses in life, health & sickness, and variable...

Kim has been in the virtual program at Integrated Financial Group for 7 years. She assists in all areas of client service and operations. Kim covers many different advisors with helping them get the task done for them to free up their...

Carmen aims to provide excellent service in a timely manner. I enjoy learning and growing with each new experience. My goal is to alleviate the administrative tasks allowing advisors to focus on servicing their clients. AREAS OF...

As Chief Compliance and Risk Officer, Crystal oversees the department, including advisory operations, trading, processes and procedures, client support, and ensuring IFG complies with all ERISA, FINRA and SEC rules and regulations....

Laurel works on keeping the Advisory firm and Advisors compliant with SEC Rules and Regulations. She spends time researching current requirements and trends, then establishes procedures and processes from cybersecurity to registrations...

Brice enthusiastically oversees daily operations for IFG’s Investment Solutions Department, an advisor-first team offering products and services that save advisors time and money so they can focus on what matters most: their...