Robert Rainey
Robert Rainey is a ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Lake Forest, CA, with 38 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
23201 Lake Center Dr, Ste 207, Lake Forest, CA, 92630
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is the principal of Paydesign LLC, providing software for company bonus plan management, and a sole proprietor offering consulting services outside of VisionLink's scope. He also owns VisionLink Corporate Insurance Services, LLC, VisionLink Digital, Inc., and VisionLink Advisory Group, Inc., and brokers non-variable insurance products, dedicating nearly full-time hours to VisionLink Advisory Group.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.
Integrity Alliance, LLC.Broker
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Visionlink Financial Advisors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance 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.
Exams
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