Erin
Mccarty
Independent Advisor Alliance, LLC
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About this Advisor
Erin Mccarty is a financial advisor based in Tallahassee, Florida, working with Independent Advisor Alliance, LLC. Erin has previously held positions at Palm Harbor Middle School And Palm Harbor High School, Florida State University, Sunshine Savings Bank, Barnes Capital Group, Lpl Financial, LLC, Independent Financial Partners, Morgan Stanley Smith Barney LLC, Stifel Nicolaus & Co Inc, Lpl Financial LLC, and Independent Advisor Alliance. Erin has passed the Series 66 regulatory exam and is registered to provide services in Florida and Georgia. Currently, Erin is part of Independent Advisor Alliance, LLC, which operates out of Tallahassee, Florida. The firm has 132 offices and 230 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$12,826,908,245
230
52,309
$245,214
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
Erin Mccarty Work History
Lpl Financial LLC
Independent Advisor Alliance
Stifel Nicolaus & Co Inc
Independent Financial Partners
Morgan Stanley Smith Barney LLC
Barnes Capital Group
Lpl Financial, LLC
Sunshine Savings Bank
Florida State University
Palm Harbor Middle School And Palm Harbor High School
Disclosures
Please visit the SEC profile of Erin Mccarty 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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