Monte Lee Peterson
Investment adviser representative at Integrity Alliance, LLC
29 yearsExperience
3 statesRegistered 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.Apr 2022 to now
- Brokers International Financial ServicesApr 2022 to now
- Tagge*rutherfordJun 1997 to now
- LPL Financial LLCAug 2020 to Apr 2022
- Cetera Advisors LLCJan 2013 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 3 states (IA, 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
- 2946357
- Firm CRD
- 139627