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Adam Nicholas Todd

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
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Location

1828 ESE Loop, Ste 200, Tyler, TX, 75701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is an employee of Feliciano Financial Group, where he sells health and life insurance, taking about half of his time. He also serves as Chairman of the JPII Student Center Finance Council and Trustee/Volunteer for the East Texas Catholic Foundation, dedicating minimal time to these roles.

Employment History
Current Registrations
Integrity Alliance, LLC
September 2025 - Present · 5 mos
Integrity Alliance, LLC.
September 2025 - Present · 5 mos
Integrity Alliance, LLC.Broker
September 2025 - Present · 5 mos
Previous Registrations
Lion Street Financial, LLCBroker
April 2017 - November 2025 · 8 yrs 7 mos
Lion Street Advisors, LLC
April 2017 - November 2025 · 8 yrs 7 mos
Woodbury Financial Services, INC.
January 2012 - May 2017 · 5 yrs 4 mos
Woodbury Financial Services, INC.Broker
September 2010 - May 2017 · 6 yrs 8 mos
Madison Avenue Securities, INC.
March 2009 - July 2010 · 1 yr 4 mos
Madison Avenue Advisors, INC.
June 2008 - March 2009 · 9 mos
Madison Avenue Securities, INC.Broker
May 2008 - July 2010 · 2 yrs 2 mos
Signator Investors, INC.Broker
May 2007 - May 2008 · 1 yr
State Registrations9 states
ALARAZCAGALANYOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.