TrueAdvisor
TrueAdvisor
BB
BB

Barry Barbernell

Integrity Alliance, LLC
26 Years of Experience
San Clemente, CA
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Barry Barbernell is a registered investment advisor at Integrity Alliance, LLC, based in San Clemente, CA, with 26 years of industry experience. Barry 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

3005 S El Camino Real, San Clemente, CA, 92672

Get directions

History

Regulatory History (3)
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.
Regulatory
January 2016
Final
Customer Dispute
October 2009
Denied
Criminal
October 1990
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Barry is an agent for Triton Wealth Strategies/Kingsley Financial Services, selling and servicing individual and small group health insurance and Medicare supplements, dedicating about 10-20% of his time. He is also an owner of Lion Street Inc., an insurance producer group, and a board member and treasurer for Christian Business Partners.

Employment History
Current Registrations
Integrity Alliance, LLC
November 2025 - Present · 11 mos
Integrity Alliance, LLC.Broker
November 2025 - Present · 11 mos
Previous Registrations
Lion Street Financial, LLCBroker
November 2017 - November 2025 · 8 yrs
Lion Street Advisors, LLC
October 2017 - November 2025 · 8 yrs 1 mo
Summit Brokerage Services, INC.Broker
October 2014 - October 2017 · 3 yrs
Summit Financial Group INC
October 2014 - October 2017 · 3 yrs
United Planners' Financial Services of America a Limited Partner
September 2010 - October 2014 · 4 yrs 1 mo
United Planners' Financial Services of America a Limited PartnerBroker
July 2010 - October 2014 · 4 yrs 3 mos
Woodbury Financial Services, INC.Broker
June 2000 - July 2010 · 10 yrs 1 mo
New England SecuritiesBroker
January 2000 - May 2000 · 4 mos
State Registrations14 states
ARAZCAFLGAHIKSMDMINCNVTXUTVA
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 San Clemente, CA →All financial advisors in California →