Martin Webb Koonce
Investment adviser representative at Integrity Alliance, LLC
29 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
29 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street AdvisorsMay 2025 to now
- Csenge Advisory Group, LLCJul 2024 to now
- Lion Street Financial, LLCAug 2023 to now
- Harmony Project International - Livingstone International Univ.Aug 2022 to now
- UnemployedMay 2022 to Jul 2022
- Medical Capital Resources - Tennessee Scientific IncAug 2020 to Apr 2022
- Fedex GroundJul 2020 to Dec 2020
- Warrenton Church of Christ - Self Employed MissionaryJul 1997 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7803323
- Firm CRD
- 139627