Samson Kam long Chan
Investment adviser representative at Integrity Alliance, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
20 years in the industry.
- Integrity Alliance, LLC.Oct 2025 to now
- Brooker Wealth ManagementFeb 2025 to now
- Peak360 Wealth ManagementMay 2019 to now
- Westside Development PartnersJul 2014 to now
- Lion Street AdvisorsAug 2019 to Oct 2025
- Lion Street FinancialAug 2019 to Oct 2025
- UseurnoodleJan 2015 to Jun 2019
- Fides InsuranceAug 2010 to Jun 2019
- David White & AssociatesJan 2007 to Aug 2019
- Ameritas Investment CorpOct 2006 to Aug 2019
- Ameritas Life Insurance Corp.Oct 2006 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2006
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
- 3095348
- Firm CRD
- 139627