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Philip L
Series 63
Cleveland, OH
Integrity Alliance, LLC
Philip Lopez is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at firms including Guardian Life, Lion Street Advisors, and LPL Financial. Outside of his advisory role, he serves as a board member of the Akron Civic Foundation and is involved in organizing a charity golf outing to benefit Akron Children's Hospital. He also consults on the production of the documentary basketball film Kings of Vegas. Integrity Alliance provides advisory and brokerage services to a wide range of clients, including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network with over 300 representatives and offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a variety of investment approaches and third-party sub-advisers.
Nicholas M
Series 63, Series 65
Cleveland, OH
Integrity Alliance, LLC
Nicholas Mueller is a financial advisor with Integrity Alliance, LLC in Cleveland, OH, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior work includes roles at Global Retirement Partners, LPL Financial, Oswald Companies, Independence Wealth Advisors, Raymond James & Associates, and Prudential Investment Management Services. Integrity Alliance provides advisory and brokerage services to a diverse client base ranging from individual investors to corporations and qualified retirement plans. The firm operates a large network of independent advisers managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and access to multiple investment platforms and strategies.
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