Joseph M Baroni
Investment adviser representative at Integrity Wealth Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$285.5MFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Integrity Wealth Advisors, Inc.Aug 2026 to now
- Amr Plastics, Inc.Jun 2016 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Integrity Wealth Advisors, Inc.
$285.5MAssets managed
832Clients
6Advisers
8 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
- 4084527
- Firm CRD
- 281708