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William Jason arnold Florence

Investment adviser representative at Integrity Advisory Solutions
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
4 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

Experience

10 years in the industry.

  1. Integrity Advisory SolutionsJun 2025 to now
  2. Summit Life Financial, LLCApr 2023 to now
  3. River Oak RiskAug 2018 to Apr 2023
  4. State of GeorgiaMar 2018 to Aug 2018
  5. Georgia Department of InsuranceJan 2017 to Mar 2018
  6. Examination ResourcesJun 2016 to Jan 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (GA).

Integrity Advisory Solutions

Legal name: Integrity Advisory Solutions, LLC

$1.1BAssets managed
2,428Clients
127Advisers
4 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
8112648
Firm CRD
288817
Advisor's SEC record (opens in a new tab)
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