THE INTEGRATED ADVISOR, LLC
WINTER PARK, FLORIDA

THE INTEGRATED ADVISOR, LLC, established on October 28, 2013, is a Florida-based company specializing in coaching and training financial advisors. Headquartered in Winter Park with a mailing address at POST OFFICE BOX 880, the firm emphasizes helping advisors become 'trusted advisors' through an approach known as 'Integrated Practice.' Led by David, who brings significant industry experience, the company focuses on inspiring advisors to uncover their true purpose, craft compelling narratives, and develop processes that embody their missions. Under David's guidance, advisors are encouraged to explore fundamental questions about their work — such as their mission, driving principles, personal stories, offerings, and operational strategies. The company aids in creating repeatable processes aligning with an advisor’s values and goals, fostering practices that operate with clarity, purpose, and passion. THE INTEGRATED ADVISOR, LLC is recognized as a Florida Limited Liability Company (FLAL) type with the filing number L13000153727. It last filed its annual report on March 2, 2024. Graham White serves as one of its officers. More information about their services and philosophy can be found on their website at theintegratedadvisor.com.