Mandie Josephine Peters
Investment adviser representative at Integrity Alliance, LLC
11 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 yearsFirm in business
Are you Mandie Josephine Peters? 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
11 years in the industry.
- Integrity Alliance, LLC.Feb 2026 to now
- Gateway Retirement SolutionsFeb 2026 to now
- American Senior BenefitsJun 2015 to now
- Capital AnalystsFeb 2019 to Feb 2026
- Lincoln InvestmentFeb 2019 to Feb 2026
- Questar Asset ManagementJul 2015 to Feb 2019
- Questar Capital CorporationJul 2015 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5161049
- Firm CRD
- 139627