Scott Patrick Kelley
Investment adviser representative at Integrity Alliance, LLC
36 yearsExperience
1 stateRegistered in
ChFC®Designation
$5.4BFirm assets
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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
36 years in the industry.
- Integrity Alliance, LLC.Oct 2025 to now
- Brooker Wealth ManagementFeb 2025 to now
- Peak360 Wealth ManagementMay 2018 to now
- Lion Street AdvisorsAug 2019 to Oct 2025
- Lion Street FinancialAug 2019 to Oct 2025
- Ameritas Investment Corp.Jun 2006 to Aug 2019
- Ameritas Life Insurance Corp.Jun 2006 to Aug 2019
- David White & AssociatesSep 1990 to Apr 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2143826
- Firm CRD
- 139627