Brent Charles Bunger

CFP

Integrity Alliance, LLC

39 Years of Experience

2 DisclosuresBrokerSells 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

459 Monterey Ave, Suite 100, Los Gatos, CA, 95030

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2020

Settled

Customer Dispute

September 2019

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brent owns real estate, Baer and Bunger Financial and Insurance Services (insurance sales), Legacy Capital Group California (RIA), and is a managing member of REACT Investment Solutions LLC (RIA). Brent dedicates minimal time to real estate and insurance sales, but full-time to both RIAs.

Employment History

Current Registrations

Integrity Alliance, LLC.Broker

November 2025 - Present · 3 mos

Legacy Capital Group California, INC.

July 1997 - Present · 28 yrs 7 mos

Previous Registrations

React Investment Solutions, LLC

June 2015 - December 2023 · 8 yrs 6 mos

Lion Street Financial, LLCBroker

March 2015 - November 2025 · 10 yrs 8 mos

NFP Advisor Services, LLCBroker

June 1997 - January 2015 · 17 yrs 7 mos

Royal Alliance Associates, INC.Broker

January 1994 - June 1997 · 3 yrs 5 mos

Cypress Capital CorporationBroker

December 1992 - January 1994 · 1 yr 1 mo

Lefcourt Financial Group, INC.Broker

February 1989 - December 1992 · 3 yrs 10 mos

John Hancock Distributors, INC.Broker

May 1986 - February 1989 · 2 yrs 9 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.