Brian Scott Smith

CFP

Integrity Alliance, LLC

25 Years of Experience

1 DisclosureBrokerSells 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

2550 Middle Road, Suite 100, Bettendorf, IA, 52722

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History

Regulatory History (1)

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Customer Dispute

November 2008

Denied

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Other Business ActivitiesSells Insurance

Brian owns Balefire Wealth, an RIA and advisory business, dedicating a significant amount of time to it. He also sells fixed and traditional insurance products through Lion Street and owns a rental property, spending minimal time on the latter.