Matthew John Fox
Investment adviser representative at Integrity Alliance, LLC
11 yearsExperience
2 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.Sep 2025 to now
- Perspective Wealth Planning LLCFeb 2017 to now
- Cetera Investment Advisers LLCSep 2025 to Sep 2025
- Cetera Wealth Services, LLCSep 2025 to Sep 2025
- Avantax Advisory ServicesJan 2022 to Sep 2025
- Avantax Insruance Agency LLCJan 2022 to Sep 2025
- Avantax Investment Services, Inc.Jan 2022 to Sep 2025
- Cetera Advisor Networks LLCOct 2019 to Jan 2022
- Gladstone Institutional Advisory, LLC (gladstone Wealth Group)Feb 2017 to Oct 2019
- LPL Financial, LLCFeb 2017 to Oct 2019
- Cetera Investment Advisers LLCFeb 2014 to Feb 2017
- Cetera Investment Services LLCFeb 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 5101479
- Firm CRD
- 139627