Robert Drum

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



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:   Individual Investors , Non-Profit Organizations , Businesses


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


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Variable Annuity , Variable Life , Long Term Care , HMO , Life , Health , Annuity
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 & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $25,000
Compensation Methods:   Flat Fee , Based on Assets , Commissions
Fee % Based on Assets:   1%- 2%



FAQs

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