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JL
CFP
JL
CFP

James Larschan

Integrity Alliance, LLC
44 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

James Larschan is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Palm Beach Gardens, FL, with 44 years of industry experience. James 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

3300 PGA Blvd, Ste 820, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)
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
July 2019
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James is the President of Wealth Planning Consultants, a DBA for life insurance and financial planning. He dedicates full-time hours to sales and service.

Employment History
Current Registrations
Integrity Alliance, LLC
March 2020 - Present · 6 yrs 7 mos
Integrity Alliance, LLC.Broker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Newbridge Financial Services Group, INC.
January 2020 - February 2020 · 1 mo
Newbridge Securities CorporationBroker
October 2019 - February 2020 · 4 mos
Robert W. Baird & CO. IncorporatedBroker
March 2000 - January 2002 · 1 yr 10 mos
Northwestern Mutual Investment Services, LLCBroker
July 1990 - August 2019 · 29 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
July 1990 - February 1997 · 6 yrs 7 mos
Princor Financial Services CorporationBroker
June 1989 - July 1990 · 1 yr 1 mo
Mimlic Sales CorporationBroker
July 1986 - July 1989 · 3 yrs
Integrated Resources Equity CorporationBroker
September 1984 - June 1986 · 1 yr 9 mos
Transamerica Financial Resources, INC.Broker
October 1981 - August 1984 · 2 yrs 10 mos
State Registrations1 state
FL
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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