Theodore Scott Alexander
Investment adviser representative at Integrity Alliance, LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$5.4BFirm assets
Are you Theodore Scott Alexander? Claim your profile
Contact this firm
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
10 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street AdvisorsJun 2023 to now
- Lion Street FinancialJun 2023 to now
- Prudential Insurance Company of AmericaJul 2020 to Jun 2023
- Pruco Securities, LLC.Mar 2018 to Jun 2023
- The Prudential Insurance Company of AmericaMar 2018 to Jul 2020
- Fifth Third SecuritiesJun 2016 to Mar 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5323375
- Firm CRD
- 139627