Lance Aaron Presley
Investment Adviser Representative at Integrity Advisory Solutions
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lance Aaron Presley is an investment adviser representative in Urbandale, IA, currently registered with Integrity Alliance, LLC and Integrity Advisory Solutions. They have worked in the securities industry since 2005 and have been registered with 8 firms, including Wells Fargo Clearing Services, LLC and VOYA Financial Advisors, Inc. They have passed 10 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Iowa.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa
- Broker:
1 state or territory
Iowa
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Advisors, LLCMay 2016 – Nov 2016West Des Moines, IA
- Wells Fargo Clearing Services, LLCNov 2016 – Mar 2021West Des Moines, IA
- Integrity Alliance/Brokers International Financial ServicesMar 2021 – no end date reportedUrbandale, IA
- Integrity Advisory SolutionsAug 2025 – no end date reportedUrbandale, IA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Integrity Advisory Solutions
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
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
Flexible financial services and personalized financial planning through an open-architecture platform, including investment management with access to investment performance, portfolio balances, and asset allocation tracking.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 125
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Dallas, TX
- SEC file number:
- 801-123090
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 11, 2026
View full firm profileOther advisors at Integrity Advisory Solutions
Showing 12 of 125 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lance Aaron Presley 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.
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