Richard William Wasson
Investment adviser representative at Integrity Alliance, LLC
16 yearsExperience
5 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
16 years in the industry.
- Integrity Alliance, LLC.Feb 2026 to now
- Gateway Retirement SolutionsNov 2022 to now
- Capital AnalystsNov 2022 to Feb 2026
- Lincoln InvestmentNov 2022 to Feb 2026
- Commonwealth Financial NetworkMay 2020 to Nov 2022
- Capital AnalystsFeb 2019 to May 2020
- Lincoln InvestmentFeb 2019 to May 2020
- Regal Investment Advisors, LLCJan 2019 to Feb 2019
- Regulus Advisors, LLCJan 2019 to Feb 2019
- Questar Asset ManagementSep 2018 to Jan 2019
- Questar Capital CorporationSep 2018 to Jan 2019
- Signator Investors, Inc.Jun 2017 to Sep 2018
- Fidelity InvestmentsFeb 2011 to Jun 2017
- Southern New Hampshire UniversitySep 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 5 states (FL, MA, ME, NH, VT).
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
- 5899690
- Firm CRD
- 139627