milesb@virtuecm.com

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Home
About Us
- Our Firm
- Blog
Services
Women & Income
Resources
- What is a Fiduciary?
- Events
Contact

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Integrity Wealth Management

Miles Babcock featured in Financial Advisor Magazine

iwm_is November 25, 2020 0 Comments 33Likes

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Integrity Wealth Management & Insurance Services, LLC

1875 S. Bascom Avenue

Suite 2400

Campbell, CA 95058

(Located in the Pruneyard upstairs by Peet’s Coffee)

Integrity Wealth Management & Insurance Services, LLC

Greenhouse Coworking Space

7500 Monterey Highway

Gilroy, CA 95020

(Parking in the rear)

©2023 Integrity Wealth Management & Insurance Services, LLC

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Investment advisory services offered Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Integrity Wealth Management & Insurance Services, LLC are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory client are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.

Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Ed Slott’s Master Elite IRA Advisor Group™ is solely an indication that the financial advisor has attended training provided by Ed Slott and Company, maintained an Elite IRA Advisor Group membership for two or more years, passed bi-annual examinations on material covered at conferences and in webinars and met other membership requirements and does not constitute an endorsement of any kind. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success.

Miles Babcock is also a licensed insurance agent. In this capacity, he may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through Miles Babcock on a commissionable basis. In addition, he may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when Miles acts as an insurance agent may give him an incentive to recommend insurance products based on the compensation received.

Check the background of this financial professional on FINRA’s BrokerCheck http://brokercheck.finra.org/