Andrew
Lipson
Independent Advisor Alliance, LLC
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About this Advisor
Andrew Lipson is a certified financial planner who works in Raleigh, North Carolina with 6 years of relevant experience. Lipson is on the advisory team at Independent Advisor Alliance, LLC. During their career, Lipson has held roles at Ameriprise Financial Services, Inc, Lpl Financial LLC and Independent Advisor Alliance, LLC. Lipson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida, Louisiana, New York, North Carolina and Texas. Independent Advisor Alliance, LLC is a registered investment business based out of Charlotte, NC. It has offices in 132 locations and a total of 227 people on staff. It manages $10 billion in assets between its 47,432 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 91 charitable organizations. Of its 47,432 accounts, 28% are associated with high-net-worth individuals who have more than $1 million in assets. The firm provides a wide range of services, such as 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. A financial advisor's fee schedules largely are based on which service is provided. However, fee types billed by Independent Advisor Alliance, LLC can 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
Andrew Lipson Work History
Andrew has been registered as a financial advisor for 6 years.*
Lpl Financial LLC
Independent Advisor Alliance, LLC
Ameriprise Financial Services, Inc
*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 Andrew Lipson 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.
