TrueAdvisor
TrueAdvisor
DH
DH

Danny Horn

Integrity Alliance, LLC
30 Years of Experience
Akron, OH
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Danny Horn is a registered investment advisor at Integrity Alliance, LLC, based in Akron, OH, with 30 years of industry experience. Danny 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

Akron, OH

Get directions

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
July 2006
Settled
Customer Dispute
August 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Danny owns Senior Capital Services DBA, a sole proprietorship. He states that he owned this DBA in the past and has no current duties or compensation.

Employment History
Current Registrations
Integrity Alliance, LLC
August 2017 - Present · 9 yrs 2 mos
Integrity Alliance, LLC.Broker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
SA Stone Investment Advisors INC.
January 2015 - August 2017 · 2 yrs 7 mos
SA Stone Wealth Management INC.Broker
September 2014 - August 2017 · 2 yrs 11 mos
Sterne Agee Investment Advisor Services, INC.
February 2005 - January 2015 · 9 yrs 11 mos
Wrp Investments, INC.Broker
February 2005 - September 2014 · 9 yrs 7 mos
National Planning Corporation ("npc of America" in Fl & Ny)
October 2002 - February 2005 · 2 yrs 4 mos
National Planning CorporationBroker
June 2002 - February 2005 · 2 yrs 8 mos
Locust Street Securities, INC.Broker
March 1998 - July 2002 · 4 yrs 4 mos
Securities America, INC.Broker
May 1996 - March 1998 · 1 yr 10 mos
State Registrations4 states
FLNMOHWA
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.
More Advisors
More financial advisors in Akron, OH →All financial advisors in Ohio →