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Scott Terry

INTEGRITY ADVISORY SOLUTIONS
Sumner, WA
·CRD# 8239122·1 year experience

Professional Summary

Scott Terry is a registered financial advisor currently at INTEGRITY ADVISORY SOLUTIONS located in Sumner, Washington. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Scott has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

INTEGRITY ADVISORY SOLUTIONS·CRD# 288817
RIA
15306 Main St E Suite B, Sumner, WA 98390
June 5, 2026 - Present

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Current Firm

IA
INTEGRITY ADVISORY SOLUTIONS

ADR WEALTH MANAGEMENT, LLC | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | POLYCHRONIS FINANCIAL | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LITHERLAND, KENNEDY & ASSOCIATES | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | IFC NATIONAL MARKETING | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CURRY WEALTH PLANNING | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH | ALLIANCE APETE FINANCIAL | ADVISORY SYNERGIES

CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - SEC (1/20/2022 Approved)
Arizona
Registered Investment Advisory firm - Arizona (2/8/2022 Terminated)
Florida
Registered Investment Advisory firm - Florida (2/8/2022 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (2/9/2022 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (2/8/2022 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (2/10/2022 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (2/9/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (2/8/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1445 Ross Ave Fl 55, Dallas, TX 75202

Mailing Address

4135 Nw Urbandale Dr, Des Moines, IA 50322

Phone Number

(214) 919-2165

# of Employees

113

SEC notice filing (43 States and Territories)

Registered to provide investment advisory services in 43 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IAS FORM ADV, PART 2A BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,143

AUM (Assets Under Management)

$1,103,455,772

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) American Academy Wealth; Investment Related; 50 Karl Ave, Suite 202, Smithtown, NY 11787; Investment Advisor; Independent Financial Advisor; 03/09/2026; 0 hours per month; 0 hours during security hours; As I am just getting started with AAW, my average hours devoted to this business on a monthly basis is expected to increase from 0. 2) Clayton and Marion Terry Family Limited Partnership; Not Investment Related; 1134 E 900 S, Unit 5, St. George, UT 84790; General Partner, sole asset is a residence held in a revocable living trust; Other Limited partnership; 05/26/1999; 0 hours per month; 0 hours during security hours; I renew the partnership with the State of Utah once per year. 3) Horizon Legacy Law, PLLC; Not Investment Related; 1031 South Bluff St, Ste 201, St. George, UT 84770; Law firm; Owner; 01/17/2025; 4 hours per month; 0 hours during seurity hours; nactive and in process of being administratively dissolved - Replaced by Terry Law Firm, PLLC. 4) Rental Property; Not Investment related; 741 E. 10 So., American Fork, UT 84003; Rental Property; Owner; 10/01/2018; 0 hours per month; 0 hours dur security hours; I own a rental property. A property manager handles all the job duties. 5) Terry Law Firm, PLLC; Not Investment related; 1031 South Bluff St, Ste. 201, St. George, UT 84770; Law Practice focusing on Estate Planning; Owner; 11/11/2025; 4 hours per month; 4 hours during security hours; Owner/Operator - Estate Planning Law Practice 6) Terry Law Firm, P.S.; Not Investment related; 15306 Main St E, Ste. B, Sumner, WA 98390; Law Practice - Estate Planning, Probate, Personal Injury; Owner; 07/22/1997; 160 hours per month; 160 hours during security hours; Attorney, Owner, Manager, Marketing supervisor, Account Manager

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTEGRITY ADVISORY SOLUTIONS

ADR WEALTH MANAGEMENT, LLC | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | POLYCHRONIS FINANCIAL | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LITHERLAND, KENNEDY & ASSOCIATES | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | IFC NATIONAL MARKETING | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CURRY WEALTH PLANNING | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH | ALLIANCE APETE FINANCIAL | ADVISORY SYNERGIES

CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - SEC (1/20/2022 Approved)
Arizona
Registered Investment Advisory firm - Arizona (2/8/2022 Terminated)
Florida
Registered Investment Advisory firm - Florida (2/8/2022 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (2/9/2022 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (2/8/2022 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (2/10/2022 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (2/9/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (2/8/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Utah
(6/8/2026)
IAR
Washington
(6/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2026About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Scott Terry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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