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CFP

Peter Stockett

Integrity Alliance, LLC
25 Years of Experience
Selinsgrove, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Peter Stockett is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Selinsgrove, PA, with 25 years of industry experience. Peter 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

21 N Market St, Suite 1, Selinsgrove, PA, 17870

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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

Peter is a board member for Brighter Financial Futures, an organization that educates students about financial literacy, dedicating minimal time. He is also an independent insurance agent selling fixed insurance products and a partner in 18th Street Financial Services LLP, dedicating full-time hours to these activities.

Employment History
Current Registrations
Integrity Alliance, LLC
November 2009 - Present · 16 yrs 11 mos
Integrity Alliance, LLC.
November 2009 - Present · 16 yrs 11 mos
Integrity Alliance, LLC.Broker
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Woodbury Financial Services, INC.
February 2006 - November 2009 · 3 yrs 9 mos
Woodbury Financial Services, INC.Broker
November 2003 - November 2009 · 6 yrs
Invest Financial CorporationBroker
November 2002 - June 2003 · 7 mos
Futureshare Financial LLCBroker
December 2001 - November 2002 · 11 mos
Conseco Securities, INC.Broker
May 2001 - December 2001 · 7 mos
State Registrations9 states
FLKYMINCNYOHPASCVA
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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