Jeffrey Lane Wallace
Investment adviser representative at Integrity Alliance, LLC
19 yearsExperience
2 statesRegistered in
$5.4BFirm assets
17 yearsFirm in business
Are you Jeffrey Lane Wallace? 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
19 years in the industry.
- Integrity Alliance, LLC.Mar 2024 to now
- Brokers International Financial ServicesMar 2024 to now
- Cambridge Investment Research Advisors, Inc.Oct 2023 to Mar 2024
- Cambridge Investment Research, IncNov 2014 to Mar 2024
- The Olson GroupMar 2007 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 1930202
- Firm CRD
- 139627