Andrew
Lipson

Independent Advisor Alliance, LLC

CRD#2813652
Investment Advisor
in Raleigh, NC
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About this Advisor

Andrew Lipson is a certified financial planner in Raleigh, North Carolina. Currently a registered investment advisor at Independent Advisor Alliance, LLC, they have accumulated 13 years of work experience. Lipson holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Lipson is registered to advise clients based out of North Carolina and Texas. Their career trajectory has included roles at Independent Advisor Alliance, LLC, Ameriprise Financial Services, Inc and Lpl Financial LLC. Independent Advisor Alliance, LLC is based out of Raleigh, North Carolina, and has 87 other offices throughout the country. As a firm, Independent Advisor Alliance, LLC oversees $3 billion in assets throughout 15,183 client accounts and retains more than 107 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 15,094 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 15,183 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Independent Advisor Alliance, LLC can provide 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 firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1121 Situs Court Suite 300
Raleigh, NC 27606

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$3,103,083,445

NC Average: $3,625,019,099
Total Number of Employees

107

NC Average: 22
Total Number of Accounts

15,183

NC Average: 1,917
Average Account Size

$204,379

NC Average: $1,890,985

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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 13 years of experience.

2017 - Present (2 years)

Independent Advisor Alliance, LLC

2017 - Present (2 years)

Lpl Financial LLC

2005 - 2017 (12 years)

Ameriprise Financial Services, Inc

Disclosures

Andrew Lipson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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