Astute
Evans
Independent Advisor Alliance, LLC
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About this Advisor
Astute Evans is a financial advisor based in Charlotte, North Carolina, working with Independent Advisor Alliance, LLC. Astute has previously worked at First Investors, Vanguard, Facet Wealth, Independent Advisor Alliance, LLC, and Lpl Financial LLC. Astute has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina, South Carolina, Texas, and Virginia. Currently, Astute is part of Independent Advisor Alliance, LLC, which operates out of Charlotte, North Carolina. The firm has 140 offices and 283 employees. The firm manages assets totaling $14.1 billion and serves 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
$14,074,143,679
283
54,861
$256,542
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
Astute Evans Work History
Independent Advisor Alliance, LLC
Lpl Financial LLC
Facet Wealth
Vanguard
Vanguard
First Investors
Disclosures
Please visit the SEC profile of Astute Evans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Advisor Alliance, LLC
Carrollton, GA
Metairie, LA
Ponte Vedra Beach, FL
El Dorado, AR
Charlotte, NC
Reston, VA
Charlotte, NC
Charlotte, NC
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