Phillip Michael Hebert

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

• 04/2016 → 06/2017
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2016 → Present
  National Agents Alliance
  Lewisville, TX
• 02/2022 → Present
  Integrity Alliance, Llc
  North Richland Hills, TX

Other Businesses

1) National Agents Alliance; not investment related; 1912 Shasta View Drive, Justin, TX 76247; Insurance Agent; 06/2016; 160 hour per month; 80 hours per month during trading hours; sales of insurance products 2) Freedom Financial Group; not investment related; 1912 Shasta View Drive, Justin, TX 76247; DBA for Insurance business; 06/2021; 160 hours per month; 80 hours per month during trading hours; Insurance product sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-26
• S63 Uniform Securities Agent State Law Examination
  2014-03-10

Other Names

• Phillip Michael Hebert
• Phillip Hebert