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Trevor Lattin

Integrity Alliance, LLC
20 Years of Experience
Carlsbad, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Trevor Lattin is a registered investment advisor at Integrity Alliance, LLC, based in Carlsbad, CA, with 20 years of industry experience. Trevor 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

1902 Wright Place, Suite 200, Carlsbad, CA, 92008

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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.
Customer Dispute
June 2016
Settled
Customer Dispute
March 2015
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Trevor owns Executive Benefit Solutions, selling health and life insurance, which takes up a significant amount of his time. He also engages in outsourced accounting services, project consulting, manages the back office for a not-for-profit, and sells finance and accounting consulting services.

Employment History
Current Registrations
Integrity Alliance, LLC.
November 2025 - Present · 11 mos
Integrity Alliance, LLC.Broker
November 2025 - Present · 11 mos
Integrity Alliance, LLC
November 2025 - Present · 11 mos
Previous Registrations
Lion Street Advisors, LLC
November 2014 - November 2025 · 11 yrs
Lion Street Financial, LLCBroker
November 2014 - November 2025 · 11 yrs
Graham Investment Management, INC.
June 2012 - November 2014 · 2 yrs 5 mos
J. Alden Associates, INC.Broker
May 2012 - November 2014 · 2 yrs 6 mos
Innovation Capital, LLCBroker
July 2010 - December 2010 · 5 mos
Private Asset Advisors, INC.
October 2008 - July 2010 · 1 yr 9 mos
Private Asset Group, INC.Broker
May 2007 - April 2010 · 2 yrs 11 mos
Sigma Financial CorporationBroker
September 2004 - May 2007 · 2 yrs 8 mos
State Registrations10 states
ALCACOFLILMNNCNVPASC
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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