Brandon Scott Bose
Investment adviser representative at Integrity Alliance, LLC
19 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
19 years in the industry.
- Integrity Alliance, LLC.Apr 2023 to now
- Brokers International Financial ServicesApr 2023 to now
- Bose Financial, IncApr 2016 to now
- Heartland Retirement GroupJul 2007 to now
- Gladstone Wealth PartnersDec 2022 to Apr 2023
- Gradient Securities, LLCApr 2018 to Dec 2022
- Lincoln InvestmentFeb 2017 to Apr 2018
- Forest Securities, IncFeb 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 6583195
- Firm CRD
- 139627