Laura Morris Mckenzie

Employer firm

Integrity Alliance, LLC. CRD 139627

$5.41B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → Present
  Self Employed With Fmo American Senior Benefits
  Aiken, SC
• 09/2007 → 10/2016
  Vistabank
  Aiken, SC
• 11/2016 → 05/2017
  Homemaker
  Aiken, SC
• 02/2025 → Present
  Integrity Alliance, Llc
  Aiken, SC

Other Businesses

1) The Retirement Resource, LLC; Not investment related; 2380 Piper Rd, Aiken, SC 29805; Fixed Insurance; owner; 01/01/2023; 100 hours per month; 80 hours during security hours; Fixed insurance sales and retirement planning. 2) Southern Retirement Advisor, LLC; Investment Related; 2380 Piper Rd, Aiken, SC 29805; DBA for advisory fees; Owner/Financial Advisor; 02/13/2025; 80 hours per month; 80 hours during security hours; DBA for advisory services, meet with clients regarding investment advise. 3. M2M Properties, LLC; Investment related; 2811 Columbia Hwy Aiken, SC 29805; Real Estate; Construction Office & Retail Space; Owner; 08/01/2025; 15 hours per month; 5 hours during securities trading hours; Specifications, bookkeeping, passive rental income for future.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-22