Lance Presley
Lance Presley is a registered investment advisor at Integrity Advisory Solutions, based in Urbandale, IA, with 21 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
4135 NW Urbandale Dr, Urbandale, IA, 50322
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lance works as an independent insurance agent, servicing existing contracts. This activity requires minimal time.
Employment History
Current Registrations
Integrity Advisory Solutions
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Genworth Financial Securities CorporationBroker
Financial Network Investment Corporation
Multi-Financial Securities Corporation
Financial Network Investment CorporationBroker
Multi-Financial Securities CorporationBroker
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Princor Financial Services CorporationBroker
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.