James Apostolico
Investment adviser representative at Integrity Alliance, LLC
37 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$5.4BFirm assets
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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
37 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street FinancialOct 2019 to now
- Integrated Financial PlanningJul 1992 to now
- Ifp Group IncDec 1989 to now
- The Leaders Group IncApr 2011 to Oct 2019
Designations
- CFP® certification
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 1653591
- Firm CRD
- 139627