David Verhille
David Verhille is a ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Austin, TX, with 41 years of industry experience. David 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
300 Colorado St, Ste 2600, Austin, TX, 78701
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2010Other Business ActivitiesSells Insurance
David is involved in several business activities, including serving as a board member for a bank, owning a golf course and real estate development company, and managing an insurance agency. He also manages and sells fixed insurance and investment products, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Locust Street Securities, INC.Broker
Securities America, INC.Broker
Berthel, Fisher & Fleischman Financial Services, INC.Broker
Berthel, Fisher & Fleischman Financial Services, INC.Broker
Lincoln National Pension Insurance CompanyBroker
Kcl Service CompanyBroker
State Registrations14 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.