Christopher
Demarest

Independent Advisor Alliance, LLC

CRD#4802479
Investment Advisor
in Raleigh, NC
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About this Advisor

Christopher Demarest is a certified financial planner operating out of Raleigh, North Carolina, who has been in the advisory business for 14 years. Demarest is an employee of Independent Advisor Alliance, LLC. During their career, the advisor has held roles at Ameriprise Financial Services, Inc, Independent Advisor Alliance, LLC and Lpl Financial LLC. Demarest has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey and North Carolina. Independent Advisor Alliance, LLC is a company that has its headquarters in Raleigh, North Carolina. The company has offices in 87 locations and a total of 107 advisors. It controls $3 billion in total assets between its 15,183 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 35 charitable organizations. Independent Advisor Alliance, LLC provides a number 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 fees typically are based on which services the firm provides the client. Fee types charged by Independent Advisor Alliance, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

Yes

Office Location

1121 Situs Court Suite 300
Raleigh, NC 27606

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$4,731,036,610

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

175

NC Average: 22
Total Number of Accounts

24,157

NC Average: 1,917
Average Account Size

$195,845

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

Christopher Demarest Work History

Christopher has 14 years of experience.

2017 - Present (2 years)

Independent Advisor Alliance, LLC

2017 - Present (2 years)

Lpl Financial LLC

2004 - 2017 (13 years)

Ameriprise Financial Services, Inc

Disclosures

Christopher Demarest has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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