Timothy Rolls
Timothy Rolls is a registered investment advisor at Integrity Alliance, LLC, based in Austin, TX, with 22 years of industry experience. Timothy 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
300 Colorado, Suite 2600, Austin, TX, 78701
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2007Judgment / Lien
February 2006Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
B.B. Graham & Company, INC.Broker
Per Stirling Capital Management, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Invesmart Advisors INC
Invesmart Securities, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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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