Larry Tolbert
Larry Tolbert is a registered investment advisor at Integrity Alliance, LLC, based in Memphis, TN, with 25 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,148 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Alliance offers investment management through various programs.
Edge Program:
- Fees include a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potential third-party sub-advisor fees.
Select Program:
- Fees range from 1.00% to 2.80% annually on the first $1,000,000, 1.00% to 2.20% on the next $2,000,000, and 0.50% to 1.75% on assets over $3,000,000.
- A 0.10% trading platform fee is added to the maximum account fee for accounts with the broker-dealer arm.
Fees are assessed on all assets, including cash and money market balances. Margin accounts may incur additional fees. Fees are typically charged quarterly in advance, pro-rated for mid-quarter openings, and adjusted for significant deposits or withdrawals.
Location
6060 Poplar Avenue, Suite 150, Memphis, TN, 38119
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2025Customer Dispute
November 2023Customer Dispute
June 2023Other Business ActivitiesSells Insurance
Larry owns Radian Partners LLC, providing life, long-term care, and property and casualty insurance, and works as a 1099 employee for Csenge Advisory Group, offering investment advisory, financial planning, and fee-based asset management; both activities are nearly full-time. He also provides contract education services for the University of Tennessee at Martin, dedicating minimal time to this.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Fsc Securities Corporation
Private Client LLC
Fsc Securities CorporationBroker
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
Sagepoint Financial, INC.Broker
Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Syndicated Capital, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
AXA Advisors, LLCBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.