Julian Saldana
Investment adviser representative at Integrity Alliance, LLC
11 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
11 years in the industry.
- Integrity Alliance, LLC.Sep 2025 to now
- Lion Street AdvisorsSep 2021 to now
- Lion Street FinancialSep 2021 to now
- Kestra Advisory Services, LLC.Jun 2018 to Sep 2021
- Kestra Investment Services, LLC.Jun 2018 to Sep 2021
- MML Investors Services, LLCMar 2017 to Jun 2018
- Massmutual Life Insurance CompanyJul 2016 to Jun 2018
- Metlife Securities Inc.Jan 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (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
- 5236537
- Firm CRD
- 139627