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David Lee Evans

Investment Adviser Representative at Integrity Alliance, LLC

Mechanicsville, VACRD #8192071Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Lee Evans is an investment adviser representative with Integrity Alliance, LLC in Mechanicsville, VA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and Virginia.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/13/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Integrity Alliance, LLCCurrent
1/14/2026 – Mechanicsville, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Evans Insurance
    Oct 2008 – no end date reportedMechanicsville, VA
  2. Integrity Alliance, LLC
    Jan 2026 – no end date reportedMechanicsville, VA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Integrity Alliance, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • Select Program - First $1,000,000 (min)1.00%
  • Select Program - First $1,000,000 (max)2.80%
  • Select Program - Next $2,000,000 (min)1.00%
  • Select Program - Next $2,000,000 (max)2.20%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
372
Offices listed on AdvisorFinder:
26
Main office:
Urbandale, IA
SEC file number:
801-69742

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 13, 2026

View full firm profile

Other advisors at Integrity Alliance, LLC

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Lee Evans has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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David Lee Evans (Integrity Alliance) - Fees & Credentials