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CFP
MM
CFP

Mark Martin

Integrity Alliance, LLC
37 Years of Experience
Imperial, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Mark Martin is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Imperial, PA, with 37 years of industry experience. Mark 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.

Integrity Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7900 Steubenville Pike, Suite 33, Imperial, PA, 15126

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2024
Pending
Customer Dispute
June 2024
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mark is involved in several outside business activities, including being the secretary of a Shriners chapter, an ordained minister, and on the board of directors for a scholarship foundation. He also owns businesses related to fixed life and annuity sales, and provides support to fixed life and annuity agents, taking about half of his time.

Employment History
Current Registrations
Integrity Alliance, LLC
June 2021 - Present · 5 yrs 4 mos
Integrity Alliance, LLC.Broker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Bfc Planning, INC.
November 2013 - June 2021 · 7 yrs 7 mos
Securities Management & Research, INC.Broker
October 2013 - June 2021 · 7 yrs 8 mos
Hornor, Townsend & Kent, INC.
April 2004 - November 2013 · 9 yrs 7 mos
Hornor, Townsend & Kent, INC.Broker
April 2004 - November 2013 · 9 yrs 7 mos
Securian Financial Services, INC.Broker
June 1994 - April 2004 · 9 yrs 10 mos
Metlife Securities INC.Broker
August 1989 - June 1994 · 4 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
August 1989 - June 1994 · 4 yrs 10 mos
State Registrations4 states
FLNYPASC
AdvisorBrokerBoth

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
No exam information available for this advisor.
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