Christina Maria Lee
Investment adviser representative at Integrity Alliance, LLC
24 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
24 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street FinancialAug 2020 to now
- Coldwell Banker RowleyJul 2012 to now
- Goldey-beacom CollegeMar 2007 to now
- BenefiFeb 2002 to now
- Sa Stone Wealth ManagementDec 2019 to Aug 2020
- Quest Capital Strategies, Inc.Aug 2019 to Dec 2019
- Signator Investors, Inc.May 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 4562207
- Firm CRD
- 139627