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Michael Lionel Mendes

Investment adviser representative at Integrity Alliance, LLC
19 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

19 years in the industry.

  1. Integrity Alliance, LLC.Sep 2025 to now
  2. American Senior BenefitsSep 2025 to now
  3. Bankers Life Advisory ServicesMay 2017 to Sep 2025
  4. Bankers Life Securities, Inc.May 2016 to Sep 2025
  5. Bankers LifeJan 2007 to Sep 2025
  6. Bankers Life and CasualtyJan 2007 to Sep 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2005
  • Series 66 · Uniform Combined State Law2014

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
4413087
Firm CRD
139627
Advisor's SEC record (opens in a new tab)
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