Disclosures
RADIAN PARTNERS WEBSITE DISCLOSURES
Radian Partners, LLC (“Radian,” “we,” “us,” or “our”) is a limited liability company organized under Tennessee state law. Larry J. Tolbert founded the Memphis-based wealth management firm in 2004. Radian provides investment advisory, family office, and other services to individuals, families, business, and institutional clients.
Regulatory Affiliations
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC.
Integrity Wealth is a marketing name for Integrity Alliance, LLC. Investment advisory services are also offered through Csenge Advisory Group, LLC (CAG), a registered investment adviser with the SEC. Integrity Alliance and Integrity Wealth are not affiliated with CAG or Radian Partners, LLC.
RIA – AUM
Csenge Advisory Group (CAG), a Registered Investment Adviser (RIA), offers investment advisory services through a network of independent advisory representatives authorized to conduct business under their own names or under the CAG name.
As of December 31, 2023, CAG reported $2,752,947,585 in Assets Under Management (AUM) — managing $2,188,990,603 in client assets on a discretionary basis and $563,956,981 on a non-discretionary basis.
BD – AUA
Integrity Alliance, LLC, Member SIPC, is registered with the U.S. Securities and Exchange Commission (SEC) as a broker-dealer (BD). Integrity Alliance provides securities and investment advisory services through its network of licensed financial professionals.
As of December 31, 2023, Integrity Alliance reports approximately $2 billion in client assets under administration (AUA).
Liquidity Events & Liquidity Planning
Radian provides advisory services to clients including pre-sale and post-sale liquidity event planning, business exit planning, business transition, and succession planning.
True Fiduciary and Transparency Standards™
Please note that the Advisor has affiliations, through common ownership and/or control, with other registered investment advisors, registered financial service institutions, and pooled investment vehicles. The Advisor may recommend its affiliates’ products and services to clients. The True Fiduciary® and Transparency Standards™ have been adopted by the Advisor.
In no event is a client obligated to use affiliates’ services or purchase products.
SOCIAL MEDIA DISCLOSURES
LinkedIn
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Investment advisory services are also offered through Csenge Advisory Group, LLC (CAG), a registered investment adviser with the SEC. Integrity Alliance and Integrity Wealth are not affiliated with CAG or Radian Partners.
Representatives may only conduct business with residents of states and jurisdictions where they are properly registered. A connection to this LinkedIn profile does not necessarily indicate that this financial professional is able to transact business in your state.
Facebook
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Investment advisory services are also offered through Csenge Advisory Group, LLC (CAG), a registered investment adviser with the SEC. Integrity Alliance and Integrity Wealth are not affiliated with CAG or Radian Partners.
Representatives may only conduct business with residents of states and jurisdictions where they are properly registered. A connection to this Facebook profile does not necessarily indicate that this financial professional is able to transact business in your state.
Instagram
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Investment advisory services are also offered through Csenge Advisory Group, LLC (CAG), a registered investment adviser with the SEC. Integrity Alliance and Integrity Wealth are not affiliated with CAG or Radian Partners.
Representatives may only conduct business with residents of states and jurisdictions where they are properly registered. A connection to this Instagram profile does not necessarily indicate that this financial professional is able to transact business in your state.
YouTube
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Investment advisory services are also offered through Csenge Advisory Group, LLC (CAG), a registered investment adviser with the SEC. Integrity Alliance and Integrity Wealth are not affiliated with CAG or Radian Partners.
Fixed and traditional insurance offered through Radian Partners, LLC, 6055 Primacy Parkway, Suite 160, Memphis, TN 38119, 901.202.3909.
X (Twitter)
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Investment advisory services are also offered through Csenge Advisory Group, LLC (CAG), a registered investment adviser with the SEC. Integrity Alliance and Integrity Wealth are not affiliated with CAG or Radian Partners.
Representatives may only conduct business with residents of states and jurisdictions where they are properly registered. A connection to this X (Twitter) profile does not necessarily indicate that this financial professional is able to transact business in your state.
Rankings and Awards
Third-party rankings, awards, and recognition by unaffiliated third-party rating services and/or publications should not be construed by a client or prospective client as a guarantee of results or as an endorsement of Advisor by any of its clients. Rankings and recognition do not guarantee future investment success. Working with a highly rated investment advisor also does not ensure that a client will experience a higher level of performance.
Generally, but not always, ratings, rankings, and recognition are based on information provided by Advisor for consideration and no application fee is paid to participate. Rankings are provided for informational purposes only and should not be used as the sole basis for engaging an Advisor for services.
Please refer to the publication’s or organization’s website for more thorough disclosure and criteria information.
CONTACT INFORMATION
Radian Partners, LLC
6055 Primacy Parkway, Suite 160
Memphis, TN 38119
Website: www.RadianPartners.net
Phone: 901.202.3909