Robert Drum
Integrity-West / Financial Strategies and Insurance Services

5200 White Oak Avenue
Suite 74
Encino, CA 91316

About Integrity-West / Financial Strategies and Insurance Services

Integrity-West / Financial Strategies and Insurance Services, is a Professional Financial Services company located in the San Fernando Valley, Los Angeles, CA. As our name indicates, Your Best Interest and reputiable, responsible and accountable service is the foundation of our company.

19 Years of Experience


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General Information

Firm Start Year:   1990
No.of Employees:   2-4
Insurance License#:   CA 0830030
Name of Broker/Dealer:   H. Beck, Inc.
States Licensed in:   CA, NV, MI, VA
Number of Years with Current Firm:   9
Work Experience:   Retired Naval Commander/Aviator
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations


Services

Investment Types:   Bonds , Alternative Investments , Commodities , Mortgages & Real Estate , Mutual Funds , Insurance , Annuities , Stocks , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Via phone , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   HMO , Variable Annuity , Disability , Annuity , Health , Long Term Care , Life , Variable Life
Financial Organization Memberships:   Society for Financial Awareness


Firm Information

Firm's Number of Clients:   300
Firm's Number of Planning Clients:   120
Firm's Number of Managed Clients:   40
Assets Managed by Firm:   $15,000,000
Advisor's Number of Clients:   120
Advisor's Number of Managed Clients:   35
Advisor's Number of Planning Clients:   40
Assets Managed by Advisor:   $10,000,000


Compliance

Registered Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $25,000
Compensation Methods:   Commissions , Based on Assets , Flat Fee
Fee % Based on Assets:   1%- 2%


Robert Drum

Robert Drum

CLTC, CSA

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Money Order
Bank Transfer