Robert Forest Held Jr
Investment Adviser Representative at INTEGRITY FINANCIAL ADVISORS, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| On the first $1 Million | 1.00% |
| On the next $4 Million | 0.75% |
| Above $5 Million | 0.50% |
Firm-stated minimum; may be waived at the firm's discretion.
Integrity Financial Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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