BR
CFP
BR
CFP

Becky Ruthven

27 Years of Experience
Houston, TX
BrokerSells Insurance

Becky Ruthven is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Houston, TX, with 27 years of industry experience. Becky 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
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
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Location

4265 Felipe Street, Suite 1100, Houston, TX, 77027

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Becky reviews life insurance and long-term care insurance needs for clients. She also works as a financial advisor for Csenge Advisory Group and Wealth Strategies, LLC, providing investment, advisory, and insurance services, dedicating about a quarter of her time to each.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 11 mos
Csenge Advisory Group, LLC
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Lion Street Financial, LLCBroker
April 2021 - November 2025 · 4 yrs 7 mos
Fsc Securities Corporation
September 2002 - May 2021 · 18 yrs 8 mos
Fsc Securities CorporationBroker
July 2002 - May 2021 · 18 yrs 10 mos
One Financial Securities, LTD.Broker
April 2002 - July 2002 · 3 mos
Fsc Securities CorporationBroker
January 2000 - April 2002 · 2 yrs 3 mos
Pruco Securities CorporationBroker
December 1992 - February 1994 · 1 yr 2 mos
State Registrations7 states
CACTMANCPATXVA
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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