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Edward Ittner

Integrity Alliance, LLC
50 Years of Experience
Flower Mound, TX
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Edward Ittner is a registered investment advisor at Integrity Alliance, LLC, based in Flower Mound, TX, with 50 years of industry experience. Edward 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

Flower Mound, TX

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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.
Employment Separation After Allegations
November 2007
Criminal
January 1988
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edward is the owner of Fundamental Value Analytics, a DBA, where he researches stocks, bonds, and macro-economics to advise clients. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
September 2017 - Present · 9 yrs 1 mo
Integrity Alliance, LLC
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Next Financial Group, INC.
October 2010 - September 2017 · 6 yrs 11 mos
Next Financial Group, INC.Broker
October 2010 - September 2017 · 6 yrs 11 mos
Securities America, INC.Broker
August 2010 - October 2010 · 2 mos
Verus Capital Partners, LLC
December 2009 - October 2010 · 10 mos
Next Financial Group, INC.
January 2008 - August 2010 · 2 yrs 7 mos
Next Financial Group, INC.Broker
December 2007 - August 2010 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2003 - December 2007 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2003 - December 2007 · 4 yrs 10 mos
Ashland Management Incorporated
June 2002 - December 2009 · 7 yrs 6 mos
Stephen A. Kohn & Associates, LTD.Broker
May 2001 - February 2003 · 1 yr 9 mos
Northstar Distributors, INC.Broker
June 1998 - August 1999 · 1 yr 2 mos
Worldwide Value Distributors, LLCBroker
June 1996 - October 1997 · 1 yr 4 mos
Pimco Advisors Distribution CompanyBroker
October 1990 - March 1995 · 4 yrs 5 mos
Metric Capital CorporationBroker
August 1972 - June 1990 · 17 yrs 10 mos
State Registrations4 states
AZCAHITX
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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Edward Ittner - Financial Advisor | TrueAdvisor