Kimberly
Moore
Independent Advisor Alliance, LLC
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About this Advisor
Kimberly Moore is a financial advisor based in Carrollton, Georgia, working with Independent Advisor Alliance, LLC. Kimberly has previously held positions at Independent Advisor Alliance (Dba: Norton Financial, Inc), Preferred Management Services/Preferred Personnel Solutions, Liberty Tax Service, Stay At Home Mom/Babysitter, Stay At Home Mom, and Lpl Financial, LLC. Kimberly has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Kimberly is part of Independent Advisor Alliance, LLC, which operates out of Carrollton, Georgia. 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
Kimberly Moore Work History
Independent Advisor Alliance (Dba: Norton Financial, Inc)
Lpl Financial, LLC
Preferred Management Services/Preferred Personnel Solutions
Liberty Tax Service
Stay At Home Mom
Stay At Home Mom/Babysitter
Disclosures
Please visit the SEC profile of Kimberly Moore 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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