Bruce Allen Popper
Investment adviser representative at Integrity Alliance, LLC
18 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$5.4BFirm assets
Are you Bruce Allen Popper? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street AdvisorsJul 2020 to Nov 2025
- Lion Street FinancialJul 2020 to Nov 2025
- The Leaders Group IncJan 2013 to Aug 2020
- Mercury Financial GroupApr 2008 to Aug 2024
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (TX).
Integrity Alliance, LLC
$5.4BAssets managed
10,885Clients
335Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1623376
- Firm CRD
- 139627