Tricia Fiore
Investment adviser representative at Integrity Alliance, LLC
16 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 yearsFirm in business
Are you Tricia Fiore? 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
16 years in the industry.
- Integrity Alliance, LLC.Jun 2021 to now
- Tricia Fiore Cpa, LLCJan 2010 to now
- Avantax Advisory ServicesOct 2014 to Jun 2021
- Avantax Insurance Agency, LLCJul 2014 to Jun 2021
- Avantax Investment Services, Inc.Jul 2014 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 6064052
- Firm CRD
- 139627