Stephens
47yrs
Top advisor by experience in Louisiana
26yrs
Mark Epp has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Shreveport, Louisiana. After a year at Cetera Investment Advisers and 15 years at Concourse Financial Group Securities, Mark joined Integrity Alliance in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Integrity Alliance reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 233 advisors with offices in Shreveport, and one of 204 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?More experience than 74% of advisors in Louisiana
Office864 Olive St, Shreveport, LA 71104
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$454,036
Advisors at the firm344
States licensed ?1 state
Services through Integrity Alliance
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowIntegrity Alliance, LLC.Current firm
- Feb 2025 – Sep 2025Cetera Investment Advisers LLCPreviously
- 2010 – 2025Concourse Financial Group Securities, Inc.Previously
Contact Mark
(877) 886-1939Firm headquarters in Urbandale, IA. Ask for Mark. 864 Olive StShreveport, LA 71104Office · Get directions Firm websiteHTTP://WWW.INTEGRITYWEALTH.COM/WEALTH
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Integrity Alliance at (877) 886-1939 and ask for Mark Epp. Mark works from the Shreveport, LA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2001, about 26 years. More experience than 74% of advisors in Louisiana.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Integrity Alliance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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