Weston, FL Office

Team
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Integrity Alliance, LLC logo

Integrity Alliance, LLC

Enterprise

Firm-wide stats for Integrity Alliance, LLC

Total advisors

328

Across 203 offices

Clients per advisor

33 Very Low

Avg AUM per client

$454,036 Typical

HNW client ratio

10% Low

About

Integrity Alliance provides advisory and brokerage services to a broad client base including individual investors (both non‑HNW and high‑net‑worth), corporations and other business entities, and qualified retirement plans and participants. The firm operates as a large advisor network—over 300 independent investment adviser representatives managing roughly $5.4 billion in client assets—and offers portfolio management, financial planning, and both wrap and non‑wrap programs as well as third‑party manager referrals.

Investment advice is delivered through a mix of advisor‑managed discretionary accounts, model portfolios and third‑party sub‑advisers available via platforms such as Envestnet, AssetMark and BNY Mellon/Wealth Solutions. Advisors may employ strategic, tactical or adaptive allocation approaches and can include alternatives; Integrity Alliance documents annual reviews and supports plan services ranging from non‑discretionary participant advice to acting as an ERISA 3(38) investment manager where authorized.

Several operational features distinguish Integrity Alliance from many enterprise peers: it is dually registered as an SEC‑registered investment adviser and a broker‑dealer and serves as an introducing broker to Pershing, with related revenue‑sharing arrangements (including cash sweep and FUNDVEST® participation). The firm also maintains affiliated insurance distribution and outside insurance desks, provides back‑office and transition support to other RIAs, and counts some advisors who are separately licensed attorneys or who operate as unaffiliated RIAs—arrangements that create service and supervisory complexities not typical at many large advisory enterprises.

Based on Integrity Alliance, LLC

Expertise

Annuities ESG / Sustainable investing

Based on Integrity Alliance, LLC

Location

1398 SW 160th Av Ste 503

Weston FL 33326

Advisors at this office

4

Advisors at this office

user avatar

Peter P

Series 63, Series 65

Weston, FL

Integrity Alliance, LLC

Peter Pecci is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Allstate Insurance Company, Financial West Group, and Kovack Advisors, Inc. Outside of his advisory work, Pecci is involved in community service through Rotary International and serves on the board of directors for the local YMCA. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management and financial planning, utilizing discretionary accounts, model portfolios, and third‑party sub-advisers through platforms like Envestnet and AssetMark.

Annuities ESG / Sustainable investing
user avatar

John H

Weston, FL

Integrity Alliance, LLC

John Huxford is a financial advisor with Integrity Alliance, LLC and holds 29 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. He serves as a board trustee for Florida Baptist Financial Services, a nonprofit religious organization in Florida. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of portfolio management approaches and multiple custodial platforms.

Annuities ESG / Sustainable investing
user avatar

Todd R

Series 63, Series 66, Series 65

Weston, FL

Integrity Alliance, LLC

Todd Robbins is a financial advisor at Integrity Alliance, LLC with 25 years of industry experience. He has held various roles within Bankers Life and its affiliated entities from 2016 to 2020 before joining Integrity Alliance. Robbins is also the owner of Hoosier Advisor & Associates, a securities-related advisory business. Integrity Alliance is a large advisory network with over 300 investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and various investment programs through multiple platforms and a combination of discretionary and non-discretionary services.

Annuities ESG / Sustainable investing
user avatar

Manuel F

Series 65

Weston, FL

Integrity Alliance, LLC

Manuel Figueroa is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and bringing 31 years of industry experience. His prior roles include positions at Brokers International Financial Services and MML Investors Services Inc/MassMutual, where he worked for over a decade. Outside of advising, he serves as a police officer and is a board member for both the Police Officer Assistance Trust and the Coconut Grove Arts Festival. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
View complete list of advisors at this office
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