Skip to main content

  (770) 353 - 6311   KGarrett@intfingroup.com

Client Login

  •  
  •  
  •  
  •  

  • Home
  • Our Team
  • Services
  • Compensation/Stock Options
  • Women & Wealth
  • Professional Athletes
  • Retirement
  • Resources
    • Interviews & Webinars
    • Financial & Life Blog
    • Market Research & Commentary
    • Twitter & Facebook Posts
    • 1 Minute Videos
  • Contact

    You are here

  1. Home
  2. Crystal Epstein

Crystal Epstein

Photo of team member
Crystal Epstein
Director of Trading Operations/Compliance Principal

CLIENT VISION

I bring a decade of experience supporting advisors and shaping operations for future growth. My goal is to be a significant part of the continued growth of the consortium and provide exceptional service to each of it’s members.

AREAS OF EXPERTISE

  • Advisory operations
  • Trading
  • Creating processes and procedures
  • Advisor and client support
  • FINRA & SEC rules and regulation

OUTSIDE THE OFFICE

I love spending time with my son Miles, husband Brian and dog Abby outside playing or going on family walks. When I do have time to myself, I enjoy sitting down with a magazine and a cup of coffee or looking for new healthy recipes to try on my family and friends.

Book a Complimentary Consultation

Tell a Friend

Thanks for signing up!

Video Series for Your Financial Questions

 

 

By submitting this form, you are granting: Integrated Financial Group, 200 Ashford Center North, Atlanta, Georgia, 30038, United States, http://www.integrated-financial-group.com/ permission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy for details.) Emails are serviced by Constant Contact.

Contact info

  •   200 Ashford Center North, Ste 400 , Atlanta, Georgia 30338
  •   (770) 353 - 6311
  •   KGarrett@intfingroup.com

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact Us

 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representative associated with this site may only discuss and/or transact business with residents of the following states: Alabama, California, Florida, Georgia, Indiana, Maryland, Michigan, New York, North Carolina, South Carolina and Wisconsin.

5 Star: Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2014/2015/2016 Five Star Wealth Managers.

Top Places to Work: Based solely on surveys about the workplace completed by their employees.

© 2021 Integrated Financial Group. All rights reserved.

Website Design For Financial Services Professionals