James Marc Vorchheimer
Investment adviser representative at Integrated Financial Consulting, LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$141.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Integrated Financial Consulting, LLCJul 2002 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (NY).
Integrated Financial Consulting, LLC
$141.5MAssets managed
89Clients
1Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2745751
- Firm CRD
- 130920