Ryan Cole holds an MBA from MIT Business School. He has advised Fortune 500 Companies, including IBM and Xerox, and performed equity research for T. Rowe Price, a $200 billion asset manager. He holds Series 7 and Series 66 licenses and is a registered investment advisor representative of H.D. Vest Investment ServicesSM, a non-bank subsidiary of Wells Fargo & Company.
Adam Lazarus, CPA has managed tax and audit work for a national public accounting firm and an $8 billion hedge fund. He holds Series 7 and Series 66 licenses and is a registered investment advisor representative of H.D. Vest Investment ServicesSM, a non-bank subsidiary of Wells Fargo & Company.
IMPORTANT NOTE: Adam Lazarus is a registered representative registered to transact business with clients in CT, MD, NJ, NY and PA and is advisory licensed in the following states: CT, MD, NJ, NY and PA and is also an insurance agent licensed in NY. Ryan Cole is a registered representative registered to transact business with clients in CT, MA, MD, NJ and NY is advisory licensed in the following states: CT, MA, MD, NJ and NY and is also an insurance agent licensed in MD and NY. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value
Integrity Financial Partners, Inc. is not a registered broker/dealer or independent investment advisory firm.