Solid. That’s the way we’d describe
our partnership.

Solid. That’s the way we’d describe our partnership.

Crystal Epstein

Chief Compliance and Risk Officer

Integrated Financial Group

Crystal brings over a decade of experience supporting advisors to her position of Chief Compliance and Risk Officer. She is committed to achieving the highest level of regulatory compliance. Her responsibilities include obtaining and understanding FINRA, SEC, and state securities rules and regulations to support the growing and ever-changing needs of advisors and supervising the activities of LPL and IFG Advisory Advisors.

Her area of expertise include: Compliance, FINRA Regulations, SEC Regulations, Operations, LPL Financial policies, and Integrated Financial Group policies. She received her B.A. in Finance from the University of Florida, holds her Series 7, 24, 66 and the AIF®, IACCP® designations.

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Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group, Envision Wealth Partners and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Florida, Georgia, Indiana, Maryland, Maine, Michigan, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington.

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