Forrest Patterson
Investment adviser representative at Integrity Alliance, LLC
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
13 years in the industry.
- Integrity Alliance, LLC.Jul 2026 to now
- Bloom Financial Partners, LLCJan 2024 to now
- Gradient SecuritiesJan 2024 to now
- American Senior BenefitsOct 2023 to now
- Northwestern Mutual Wealth Management CompanyMar 2022 to Sep 2023
- Northwestern Mutual Investment Services LLCNov 2021 to Sep 2023
- Northwestern Mutual Life Insurance CompanyNov 2021 to Sep 2023
- Gradient Advisors LLCJul 2020 to Nov 2021
- Adovcate Financial PartnersJul 2013 to Nov 2021
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
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
- 7281199
- Firm CRD
- 139627