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Rebecca N
Series 63, Series 65
Lake Forest, CA
Integrity Alliance, LLC
Rebecca Napier is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Lion Street Financial, Visionlink Corporate Insurance Services, M Holdings Securities, The VisionLink Advisory Group, and Visionlink Financial Advisors. Outside of her advisory work, she is involved in compensation consulting and third-party administration through The VisionLink Advisory Group, Inc. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and retirement plan consulting through a network of 164 independent advisers. The firm employs a variety of portfolio management approaches and leverages multiple custodial platforms and program sponsors to support client engagements.
Robert R
ChFC®, Series 63, Series 65
Lake Forest, CA
Integrity Alliance, LLC
Robert Rainey is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 38 years of industry experience. He has worked with firms including Lion Street Advisors and Visionlink Corporate Insurance Services, where he has been involved in insurance sales and compensation consulting. Outside of his advisory role, he is involved in software development for bonus plan management and provides consulting services unrelated to investments. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 advisors. The firm offers continuous asset management, financial planning, and retirement plan consulting, utilizing a variety of investment approaches and platforms to support both discretionary and model-based portfolios.
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