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Colin S

Series 66, Series 63

Salt Lake City, UT

Integrity Alliance, LLC

Colin Steinberg is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Kingswood Capital Partners, Schechter Investment Advisers, Merrill, and Bank of America. Steinberg is also a partner at Institutional Architects, where he advises and sells insurance products. Integrity Alliance is a large advisory and brokerage firm serving individual investors, businesses, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and a variety of investment programs with both discretionary and non-discretionary approaches.

Annuities ESG / Sustainable investing
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