Andrew Michael Nevin

Employer firm

Integrity Alliance, LLC. CRD 139627

$5.41B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 06/2006 → 08/2019
  Ameritas Investment Corp.
  Lincoln, NE
• 06/2006 → 08/2019
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 10/1998 → 08/2019
  David White And Associates
  San Ramon, CA
• 05/2019 → Present
  Peak360 Wealth Management
  San Ramon, CA
• 08/2019 → 10/2025
  Lion Street Financial
  San Ramon, CA
• 08/2019 → 10/2025
  Lion Street Advisors
  San Ramon, CA
• 10/2025 → Present
  Integrity Alliance, Llc
  San Ramon, CA
• 02/2025 → Present
  Brooker Wealth Management
  Oakland, CA

Previous Registrations

• 2019-08-01 → 2025-11-03
  Lion Street Advisors, Llc
  San Ramon, CA
• 2006-06-30 → 2019-08-02
  Ameritas Investment Company, Llc
  San Ramon, CA
  Lincoln, NE
  Glendale, AZ
  San Ramon, CA
• 2003-10-06 → 2006-06-30
  Carillon Investments, Inc.
  Danville, CA
  Danville, CA

Other Businesses

1) PEAK360 WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: Wealth Management Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 06/01/2019 ADDRESS: 2404 San Ramon Valley Blvd. #200, San Ramon CA 94583, United States DESCRIPTION: Firm partner Running operations Office Management duties, HR, payroll, weekly employee meetings 2) DAVID WHITE AND ASSOCIATES POSITION: independent contractor NATURE: Selling insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/18/1998 ADDRESS: 3150 Crow Canyon Place #300, San Ramon CA 94583, United States DESCRIPTION: Currently the work is to service existing insurance cases that were written through David White and Associates. 3) ANDREW NEVIN SOLE PROP POSITION: Owner NATURE: Transacting life, disability, group benefits insurance as a sole prop. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 10/18/1998 ADDRESS: 2404 San Ramon Valley Blvd. #200, 2nd Floor, San Ramon CA 94583, United States DESCRIPTION: Marketing, designing, transacting and servicing insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-26
• S63 Uniform Securities Agent State Law Examination
  1999-03-01

Designations

• Chartered Financial Consultant

Other Names

• Andy Nevin