Alfred Heinz Richter
Investment adviser representative at Integrity Alliance, LLC
11 yearsExperience
4 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
11 years in the industry.
- Integrity Alliance, LLC.Dec 2025 to now
- Bank of America N.A.Nov 2022 to Nov 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Nov 2025
- Citizens Securities, Inc.Apr 2022 to Aug 2022
- Investors BankDec 2018 to Aug 2022
- Cetera Investment Advisers LLCJul 2017 to Dec 2018
- Cetera Investment Services LLCAug 2015 to Dec 2018
- Essa Bank & TrustJul 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, PA, VA).
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
- 4057388
- Firm CRD
- 139627