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CFP
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CFP

Scott Harris

Integrity Alliance, LLC
42 Years of Experience
Tampa, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Scott Harris is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Tampa, FL, with 42 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Integrity Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4010 W Boy Scout Blvd, Suite 260, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

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.

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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
January 2012 - Present · 14 yrs 9 mos
Integrity Alliance, LLC.Broker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Money Advisors Group, INC.
January 2006 - December 2011 · 5 yrs 11 mos
Lincoln Financial Securities CorporationBroker
October 1994 - January 2012 · 17 yrs 3 mos
Mutual Trust CO. of America SecuritiesBroker
May 1993 - November 1994 · 1 yr 6 mos
Cigna Securities, INC.Broker
June 1991 - May 1993 · 1 yr 11 mos
American Express Financial Advisors INC.Broker
April 1986 - April 1991 · 5 yrs
Decade Securities CORP.Broker
November 1983 - February 1986 · 2 yrs 3 mos
State Registrations12 states
AZCOFLILINKYNCOHSCTNVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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