Shannon Matthew Dugger

Employer firm

Integrity Advisory Solutions CRD 288817

$1.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  The Assurance Group
  Edmond, OK
• 08/2016 → 02/2018
  Regulus Advisors, Llc
  Kentwood, MI
• 03/2018 → 12/2019
  Woodbury Financial Services, Inc.
  Oklahoma City, OK
• 01/2020 → 01/2025
  Alphastar Capital Management, Llc
  Cornelius, NC
• 01/2025 → Present
  Integrity Advisory Solutions
  Edmond, OK

Previous Registrations

• 2020-01-08 → 2025-01-30
  Alphastar Capital Management
  Cornelius, NC
  Oklahoma City, OK
• 2018-08-13 → 2019-12-31
  Woodbury Financial Services, Inc.
  Oklahoma City, OK
  Chesterfield, MO
  Oklahoma City, OK

Other Businesses

1. The Assurance Group; Investment Related; 416 W 15th St, Building 500, Suite A, Edmond, OK 73013; Fixed insurance; Regional Sales Director; 06/01/2015; 160 hours per month; 160 hours during securities trading hours; Insurance consulting, planning, selling, recruiting and business management of sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-09
• S63 Uniform Securities Agent State Law Examination
  2014-07-30

Other Names

• Shannon Dugger