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James Marc Vorchheimer

Integrated Financial Consulting, LLC

Airmont, NY

CRD 2745751

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Employer firm

Integrated Financial Consulting, LLC CRD 130920

$141M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Integrated Financial Consulting, Llc

365 Route 59 Suite 251, Airmont, NY 10952 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-03-09
  • NY RA
    APPROVED
    Since 2022-03-09

Branch Locations

365 Route 59 Suite 251, Airmont, NY 10952 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrated Financial Consulting, Llc Airmont NY 07/2002 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-07-11
S65 Uniform Investment Adviser Law Examination 1996-07-05
  • S63 Uniform Securities Agent State Law Examination
    1996-07-11
  • S65 Uniform Investment Adviser Law Examination
    1996-07-05
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

INTEGRITY ADVISORY SOLUTIONS
J.P. MORGAN SECURITIES LLC
EDWARD JONES

Nearby Investors

Miriam Abraham
Adam Rosenblatt
David S Laster

Nearby Offices

INTEGRITY ADVISORY SOLUTIONS · Airmont, NY
J.P. MORGAN SECURITIES LLC · MONSEY, NY
EDWARD JONES · MONSEY, NY

More in Airmont, NY

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