Brooke Hill Gaither
Investment adviser representative at Integral Wealth Management
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$673.9MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Integral Wealth ManagementJul 2024 to now
- LPL FinancialApr 2024 to Jul 2024
- Charles Schwab & Co., Inc.Mar 2016 to Apr 2024
- Charles Schwab Bank SsbMar 2016 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Integral Wealth Management
Legal name: Integral Investment Advisors, Inc.
$673.9MAssets managed
468Clients
5Advisers
18 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
- 6628072
- Firm CRD
- 146569