Adam Todd
Adam Todd is a registered investment advisor at Integrity Alliance, LLC, based in Tyler, TX, with 19 years of industry experience. Adam 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
1828 ESE Loop 323, Suite 200, Tyler, TX, 75701
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
Adam is an employee of Feliciano Financial Group, where he sells health and life insurance, taking about half of his time. He also serves as Chairman of the JPII Student Center Finance Council and Trustee/Volunteer for the East Texas Catholic Foundation, dedicating minimal time to these roles.
Employment History
Current Registrations
Integrity Alliance, LLC.
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Madison Avenue Securities, INC.
Madison Avenue Advisors, INC.
Madison Avenue Securities, INC.Broker
Signator Investors, INC.Broker
State Registrations9 states
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
More Advisors
- Joshua Roberts, CFPKestra Advisory Services, LLC
- Allen Gibson, ChFCGibson Wealth Advisors, LLC
- Jamison Bays, CFP
- Benjamin Dean, CFPDean Wealth Management, LLC
- Lindsay Strange, CFP
- Laura Neal, CFPWoodward Financial Advisors, INC.