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Erol W
ChFC®, Series 63, Series 66
Austin, TX
Integrity Alliance, LLC
Erol Woods is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Lion Street Financial, Lion Street Advisors, Centaurus Financial, Inc., and Axa Advisors, LLC. Integrity Alliance provides advisory and brokerage services to a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and third-party manager referrals through various platforms and supports a range of investment strategies and service models.
Jeffery F
CFP®, Series 63, Series 65
Austin, TX
Integrity Alliance, LLC
Jeffery Feliciano is a CFP® professional with 29 years of industry experience. He is currently with Integrity Alliance, LLC and has held previous roles at Lion Street Financial, Lion Street Advisors, Woodbury Financial Services, and his own Feliciano Financial Group. Feliciano also owns and operates JDF Consulting Inc., which provides consulting, management, training, insurance, and financial services. Integrity Alliance, LLC is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through a combination of discretionary accounts, model portfolios, and platforms such as Envestnet and AssetMark.
Timothy R
Series 63, Series 66
Austin, TX
Integrity Alliance, LLC
Timothy Rolls is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, LLC. He is based in Austin, TX. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through over 300 independent advisors. The firm offers portfolio management, financial planning, and a range of advisory programs, employing various investment approaches and maintaining dual registration as both an SEC-registered investment adviser and a broker-dealer.
Digvijay G
Series 66
Austin, TX
Integrity Alliance, LLC
Digvijay Gohil is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked for Lion Street Advisors and Lion Street Financial for nine years. Outside of his advisory role, Gohil is involved in managing early child care facilities, owning and helping operate a franchise and a real estate holding LLC for these businesses. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a diverse client base including individual investors, corporations, and retirement plans, offering a range of portfolio management and financial planning services through discretionary accounts, model portfolios, and third-party sub-advisers.
Julian S
Series 66
Austin, TX
Integrity Alliance, LLC
Julian Saldana is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at firms such as Lion Street Financial, Kestra Investment Services, Mass Mutual Investors Services, Metlife Securities, New England Securities, and Equitable Advisors. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports a network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and a variety of advisory program options.
John B
Series 63, Series 66
Austin, TX
Integrity Alliance, LLC
John Burmeister II is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Lion Street Advisors, Lion Street Financial, LLC, and Kestra Investment Services, LLC. Integrity Alliance serves a diverse client base ranging from individual investors to corporations and qualified retirement plans. The firm operates as a large advisor network offering a variety of portfolio management and financial planning services through different account management approaches and platforms.
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