Xiao Chen
Investment adviser representative at Integrity Alliance, LLC
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$5.4BFirm assets
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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
14 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Dentdelioun, LLCJan 2025 to now
- Xiao Chen dba Insurance AgentJan 2025 to now
- Xiao Chen Notary ServicesMar 2024 to now
- Hunan Association of the Midwest USA, CorpJan 2024 to now
- Chinese American Association At Greater ChicagoDec 2022 to now
- Xiao Chen dba Xc Performing ArtsJan 2022 to now
- Lion Street AdvisorsJan 2025 to Nov 2025
- Lion Street FinancialJan 2025 to Nov 2025
- World Financial Group Insurance AgencyDec 2022 to Jan 2025
- Naifa IllinoisMar 2022 to Nov 2023
- Heartland Institute of Financial EducationMay 2020 to Jan 2025
- Transamerica Financial Advisors, IncApr 2012 to Jan 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (IL, NC, 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
- 6059127
- Firm CRD
- 139627