Daniel Robert Lodes
Investment adviser representative at Integrity Alliance, LLC
21 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 yearsFirm in business
Are you Daniel Robert Lodes? 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
21 years in the industry.
- Integrity Alliance, LLC.Dec 2017 to now
- Brokers International Financial Services, LLCDec 2017 to now
- Wealth Advisor GroupJan 2005 to now
- Kovack Advisors, Inc.May 2013 to Dec 2017
- Kovack Securities, Inc.May 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4380342
- Firm CRD
- 139627