Christ
Mavrakos
Independent Advisor Alliance, LLC
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About this Advisor
Christ Mavrakos is a certified financial planner operating in Dunedin, Florida with 5 years of relevant experience. Mavrakos is an advisor for Independent Advisor Alliance, LLC. Over the course of their career, they have held roles at Mfp Financial Services, Inc, Lpl Financial LLC, Independent Financial Partners and Independent Advisor Alliance, LLC. Mavrakos holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, California, Florida, Georgia, Illinois, Louisiana, Massachusetts, Michigan, Minnesota, New York, North Carolina, Ohio, South Carolina, Texas and Wyoming. Independent Advisor Alliance, LLC is a financial advisory business that has its headquarters in Charlotte, NC. It has offices in 132 locations and a total of 227 employees. It oversees $10 billion in assets among its 47,432 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 91 charities and foundations. Of its 47,432 customer accounts, 28% are held by high-net-worth investors who have greater than $1 million in investable assets. The company has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services are based on the type of services. Fees charged by Independent Advisor Alliance, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$10,095,700,130
227
47,432
$212,846
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Christ Mavrakos Work History
Christ has been registered as a financial advisor for 5 years.*
Independent Advisor Alliance, LLC
Lpl Financial LLC
Mfp Financial Services, Inc
Independent Financial Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christ Mavrakos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
