Diana M Longo
Investment adviser representative at Integrity Alliance, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.4BFirm assets
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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
20 years in the industry.
- Solomon Wealth Solutions, LLCFeb 2018 to now
- Integrity Alliance, LLC.Sep 2017 to now
- Innovative Divorce Services, LLCNov 2016 to now
- Next Financial Group, Inc.Sep 2010 to Aug 2017
- Solomon Financial LLCNov 2006 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 4552135
- Firm CRD
- 139627