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David Liska

Integrity Alliance, LLC
31 Years of Experience
Fort Lauderdale, FL
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

David Liska is a registered investment advisor at Integrity Alliance, LLC, based in Fort Lauderdale, FL, with 31 years of industry experience. David 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

100 SE 3rd Avenue, Suite 2400, Fort Lauderdale, FL, 33394

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History

Regulatory History (4)
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.
Employment Separation After Allegations
December 2019
Customer Dispute
November 2009
Denied
Customer Dispute
December 2004
Settled
Customer Dispute
October 2004
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is an administrator at Kaufman, Rossin & Co. and a licensed insurance agent at KR Financial Services, spending about 10-20% of his time on insurance activities. He is also a managing partner of Pieces of Peace, LLC, an online retail clothing business, and an employee at Kaufman Rossin Wealth, LLC, where he works full-time providing financial planning and wealth advice.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 11 mos
Kaufman Rossin Wealth, LLC
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Lion Street Financial, LLCBroker
February 2024 - November 2025 · 1 yr 9 mos
Innovation Partners LLCBroker
March 2021 - December 2023 · 2 yrs 9 mos
J.P. Morgan Securities LLC
December 2017 - January 2020 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
December 2017 - January 2020 · 2 yrs 1 mo
Suntrust Advisory Services, INC.
August 2016 - October 2017 · 1 yr 2 mos
Suntrust Investment Services, INC.
March 2003 - December 2016 · 13 yrs 9 mos
Suntrust Investment Services, INC.Broker
December 1997 - October 2017 · 19 yrs 10 mos
Griffin Financial ServicesBroker
July 1995 - December 1997 · 2 yrs 5 mos
Essex National Securities, INC.Broker
March 1995 - July 1995 · 4 mos
Nylife Securities INC.Broker
March 1994 - November 1994 · 8 mos
State Registrations2 states
FLTX
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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