Lori Day
Integrity Financial Advisors · Simi Valley, California
Lori Day is a fee-only financial advisor at Integrity Financial Advisors in Simi Valley, California. Integrity Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Integrity Financial Advisors |
|---|---|
| Based in | Simi Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $134.9M across 495 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6306856 |
| Exams passed | Series 65 (2013) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.integrityfa.com |
How Lori's firm compares
- Integrity Financial Advisors's average account is about $272,000, from its Form ADV (assets managed divided by 495 accounts).
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Questions about Lori
Is Lori Day a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lori holds no broker registration, and Integrity Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lori charge for financial advice?
Lori's firm, Integrity Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Lori Day based?
Lori Day is based in Simi Valley, California.
Is Lori Day registered with the SEC?
Yes. Lori Day is registered as an investment adviser representative in CA (CRD 6306856), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrity Financial Advisors manage?
Integrity Financial Advisors reports $134.9M across 495 accounts in assets under management.
How do I contact Lori Day?
Through Lori's website, www.integrityfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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