The Integrity Capital Story
The Integrity Capital Group was formed in 2002 while founder, Brandon Simmons, was working at Merrill Lynch in San Francisco. In November of 2004, after carefully evaluating several independent brokerages and other major Wall-Street firms, he chose to affiliate with the largest independent brokerage firm1, LPL Financial, and Integrity Capital Wealth Management was born.
Based on our success at building deep, long-term relationships with clients, we plan to continue to grow slowly by adding the right advisors and maintaining a ratio of no more than 50 client relationships per advisor. This allows us to give time attention and care to these important relationships.
1. As reported by Financial Planning Magazine, June 1996-2014, based on total revenue.