Matthew Boudreaux
Investment adviser representative at Integrity Alliance, LLC
10 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 yearsFirm in business
Are you Matthew Boudreaux? 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
10 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street FinancialNov 2022 to now
- Cambridge Investment Research, Inc.Nov 2017 to Nov 2022
- Nylife Securities LLCFeb 2017 to Nov 2017
- New York Life Insurance Co.Jan 2017 to Nov 2017
- Massmutual Financial GroupMay 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2023
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
- 6528905
- Firm CRD
- 139627