Scott Patrick Kelley

ChFC

Integrity Alliance, LLC

34 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Integrity Alliance, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

425 advisors

Number of Clients

14,148 clients

Average Client Portfolio

$170K average

Assets Under Management

$2.4B

Fee Structure

Minimum Investment:None

Location

2633 Camino Ramon, Suite 452, San Ramon, CA, 94583

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History

Regulatory History (1)

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Customer Dispute

January 2016

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Scott is a licensed independent insurance agent since 1991, focusing on sales and management, which takes about half of his time. Scott also owns Pacific Atlantic, LLC, an investment property, and spends minimal time reviewing financial documents and making decisions on property updates.

Employment History

Current Registrations

Integrity Alliance, LLC

October 2025 - Present · 4 mos

Integrity Alliance, LLC.Broker

October 2025 - Present · 4 mos

Brooker Wealth Management

February 2025 - Present · 1 yr

Previous Registrations

Lion Street Financial, LLCBroker

August 2019 - November 2025 · 6 yrs 3 mos

Lion Street Advisors, LLC

August 2019 - November 2025 · 6 yrs 3 mos

Ameritas Investment CORP

June 2006 - August 2019 · 13 yrs 2 mos

Ameritas Investment CORP.Broker

June 2006 - August 2019 · 13 yrs 2 mos

Carillon Investments, INC

January 2001 - June 2006 · 5 yrs 5 mos

Carillon Investments, INC.Broker

October 1998 - June 2006 · 7 yrs 8 mos

Sentra Securities CorporationBroker

June 1991 - October 1998 · 7 yrs 4 mos

State Registrations15 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.