Ricardo Esteban Pertierra
Investment adviser representative at Integrity Alliance, LLC
21 yearsExperience
2 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
21 years in the industry.
- Integrity Alliance, LLC.Aug 2016 to now
- Principal Protection Corp.Nov 2005 to now
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 3168531
- Firm CRD
- 139627