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Financial ADVSR advisor directory · SEC adviser records

Independent Advisor Alliance, LLC financial advisors in Matthews, NC

Every SEC-registered investment adviser representative at a Independent Advisor Alliance, LLC office in Matthews, A to Z.

The short answer

5 registered advisors work at Independent Advisor Alliance, LLC in Matthews, out of 271 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Independent Advisor Alliance, LLC advisors in Matthews, A to Z

Every Independent Advisor Alliance, LLC advisor →

Independent Advisor Alliance, LLC advisors in every city and state →Independent Advisor Alliance, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Independent Advisor Alliance, LLC advisors in other cities

Charlotte, NC 32Columbia, SC 20Alexander, AR 8Irvine, CA 6Raleigh, NC 6Clemmons, NC 5Little Rock, AR 5Sussex, WI 5Tallahassee, FL 5Bismark, ND 4Irmo, SC 4Jacksonville, FL 4Kokomo, IN 4Lexington, KY 4Richfield, WI 4

Other firms in Matthews

All Matthews advisors →

Family Wealth Partners, LLC 6Sapere Wealth Management, LLC 5Cambridge Investment Research Advisors, Inc. 4Eagle Strategies LLC 4Edward Jones 4Tassel Capital Management, Inc. 4Commonwealth Financial Network 3Nexus Capital Inc. 3

Questions

How many financial advisors does Independent Advisor Alliance, LLC have in Matthews?

5 investment adviser representatives are registered at Independent Advisor Alliance, LLC offices in Matthews, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 271 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Independent Advisor Alliance, LLC one of the largest advisor employers in Matthews?

Independent Advisor Alliance, LLC ranks number 2 in Matthews by registered advisors; Family Wealth Partners, LLC has the most, with 6.

How do I check a Independent Advisor Alliance, LLC advisor in Matthews?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Independent Advisor Alliance, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.