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Richard Axel Pascual

Investment Adviser Representative at Integrity Advisory Solutions

Cape Coral, FLCRD #2811865Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Richard Axel Pascual is an investment adviser representative with Integrity Advisory Solutions in Cape Coral, FL, where they have been registered since 2026. They have worked in the securities industry since 2006 and have been registered with 4 firms, including Gladstone Wealth Group and Private Portfolio Partners, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/8/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 10/28/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/17/1996
Series 24
General Securities Principal Examination
Passed 6/3/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Integrity Advisory SolutionsCurrent
1/6/2026 – Cape Coral, FL
Gladstone Wealth Group
8/12/2015 – 11/19/2018Bedminster, NJ
Private Portfolio Partners, LLC
11/15/2012 – 1/4/2016Bedminster, NJ
PNC Investments
8/24/2009 – 11/5/2012Bernardsville, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LPL Financial LLC
    Nov 2012 – Nov 2018Bedminster, NJ
  2. Private Portfolio Partners, LLC
    Nov 2012 – Nov 2018Bedminster, NJ
  3. Gladstone Institutional Advisory LLC
    May 2015 – Nov 2018Bedminster, NJ
  4. Penn Process Server
    Nov 2018 – Nov 2020Nazareth, PA
  5. Swipe Savvy LLC
    Nov 2020 – no end date reportedNazareth, PA
  6. Integrity Advisory Solutions
    Dec 2025 – no end date reportedCape Coral, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Integrity Advisory Solutions

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Flexible financial services and personalized financial planning through an open-architecture platform, including investment management with access to investment performance, portfolio balances, and asset allocation tracking.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Financial PlanningInvestment ManagementPersonalized PlanningPortfolio ManagementWealth AdvisoryAsset Allocation

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
125
Offices listed on AdvisorFinder:
4
Main office:
Dallas, TX
SEC file number:
801-123090

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 11, 2026

View full firm profile

Other advisors at Integrity Advisory Solutions

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Axel Pascual has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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