Pro Integrity Securities, Inc. (Longview)

Name: Pro Integrity Securities, Inc.
Address: 1125 Judson Road, Longview, TX, 75601
Telephone: 903-757-9800

Pro Integrity Securities, Inc. is a large advisory firm based in Longview. It manages $66.51 million of regulatory assets for 528 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, California, Colorado, and 10 other states.

Pro Integrity Securities provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and security ratings or pricing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pro Integrity Securities: assets under management

The assets under management (AUM) of Pro Integrity Securities, Inc. is $66.51 million. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.96 million in discretionary accounts and $37.55 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $197.02 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $98.56 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pro Integrity Securities, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pro Integrity Securities, Inc.

William Martin Perry has been acting as President since 1 Jan 1998. Amy Marie Harris joined the executive team most recently as the Vice President Of Compliance.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Martin Perry	Ceo/president	1 Jan 1998	25% - 50%	2142599
Gordon Kuntz Hargett	Shareholder	1 Jan 1998	25% - 50%	3007132
Tammy Lynn Jackson	Vice president	1 Dec 1999	Other	2484587
Marvin Wayne Sapaugh	Vice president	1 Dec 1999	Other	410819
Amy Marie Harris	Vice president of compliance	1 Feb 2002	Other	3217635

Based in Longview

The principal office where Pro Integrity Securities, Inc. performs its advisory services is located at 1125 Judson Road, Longview, TX 75601, which is also the mailing address of the firm. An additional office of the firm is in Duluth, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 903-757-9800 or by fax 903-757-9882. The normal business hours are 8a.m to 5p.m. on Monday - Friday. You can find more information about the New York firm at www.pro-integrity.com.