Scott Harris
Scott Harris is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Tampa, FL, with 42 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,148 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Alliance offers investment management through various programs.
Edge Program:
- Fees include a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potential third-party sub-advisor fees.
Select Program:
- Fees range from 1.00% to 2.80% annually on the first $1,000,000, 1.00% to 2.20% on the next $2,000,000, and 0.50% to 1.75% on assets over $3,000,000.
- A 0.10% trading platform fee is added to the maximum account fee for accounts with the broker-dealer arm.
Fees are assessed on all assets, including cash and money market balances. Margin accounts may incur additional fees. Fees are typically charged quarterly in advance, pro-rated for mid-quarter openings, and adjusted for significant deposits or withdrawals.
Location
4010 W Boy Scout Blvd, Suite 260, Tampa, FL, 33607
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is an independent insurance agent involved in fixed insurance sales since 2012, and is also the Vice-President of Safe Money Strategies, a field marketing organization. He also operates under multiple DBAs, including Money Advisors Group and Scott S Harris Financial Services, Inc., for insurance and securities sales, and fixed life and annuities, respectively, and provides tax services.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Money Advisors Group, INC.
Lincoln Financial Securities CorporationBroker
Mutual Trust CO. of America SecuritiesBroker
Cigna Securities, INC.Broker
American Express Financial Advisors INC.Broker
Decade Securities CORP.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.