Rebecca Anne Napier
Investment adviser representative at Integrity Alliance, LLC
29 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 yearsFirm in business
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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
29 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street FinancialMay 2020 to now
- Visionlink Corporate Insurance Services, LLCJan 2007 to now
- The Visionlink Advisory Group, Inc.Oct 1999 to now
- Visionlink Financial Advisors, IncOct 1997 to now
- M Holdings Securities, Inc.Jan 2007 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
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
- 2903426
- Firm CRD
- 139627