Paolo Completo Pacana
Investment adviser representative at Integrity Alliance, LLC
11 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 yearsFirm in business
Are you Paolo Completo Pacana? 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
11 years in the industry.
- Integrity Alliance, LLC.Sep 2026 to now
- Lockton AffinityJan 2021 to Sep 2026
- Knights of ColumbusDec 2015 to Dec 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2202090
- Firm CRD
- 139627