Paul Bendus Shockley
Investment adviser representative at Integrity Alliance, LLC
45 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
45 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Ivy Properties, LllpSep 1981 to now
- Lion Street FinancialSep 2021 to Nov 2025
- Park Avenue SecuritiesDec 2016 to Sep 2019
- Guardian Life InsNov 2016 to Oct 2019
- AXA Advisors, LLCAug 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
Integrity Alliance, LLC
$5.4BAssets managed
10,885Clients
335Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1855682
- Firm CRD
- 139627