Lovlean K Purewal
Investment adviser representative at Integrity Alliance, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street AdvisorsOct 2024 to now
- Lion Street FinancialOct 2024 to now
- Morgan StanleyApr 2023 to now
- Dfa of CaliforniaAug 2022 to Oct 2022
- UBSJun 2022 to Apr 2023
- Dfa of CaliforniaAug 2021 to Nov 2021
- Road Kings TruckingApr 2021 to May 2022
- NAJan 2021 to Apr 2021
- Dfa of CaliforniaOct 2020 to Jan 2021
- NAJul 2020 to Sep 2020
- Center for Science In the Public InterestMay 2019 to Jul 2019
- Northern District of CaliforniaMay 2018 to Jul 2018
- University of California, Irvine School of LawAug 2017 to Jun 2020
- Dfa of CaliforniaAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7562842
- Firm CRD
- 139627