CONSORTIUM MEMBER SINCE 2014

Crystal Epstein

Director of Trading Operations/Compliance Principal

Integrated Financial Group
200 Ashford Center North, Suite 400
Atlanta, GA 30338

Phone  |  770/353-6331
Fax  |  770/353-6338
E-mail  |  cepstein@intfingroup.com



Member Profile

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.









TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group 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: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.