Craig
Faile

Independent Advisor Alliance, LLC

CRD#2842637
Investment Advisor
in Charlotte, NC
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About this Advisor

Craig Faile is a certified financial planner based out of Charlotte, North Carolina, who has been in the advisory business for 22 years. Faile currently works for Independent Advisor Alliance, LLC. Throughout their career, Faile has worked at Signator Investors, Inc, Lpl Financial LLC and Independent Advisor Alliance. Faile has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in North Carolina and South Carolina. Independent Advisor Alliance, LLC is a firm based in Charlotte, North Carolina. The investment advisory business has offices in 87 locations and a total of 107 financial advisors. It handles $3 billion in assets among its 15,183 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 35 charitable organizations. Independent Advisor Alliance, LLC provides a diverse set 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 usually vary depending on which service is offered. Fee types charged by Independent Advisor Alliance, LLC likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

22 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

3440 Toringdon Way Ste. 205
Charlotte, NC 28277

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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

Craig Faile Work History

Craig has 22 years of experience.

2014 - Present (5 years)

Independent Advisor Alliance

2013 - Present (6 years)

Lpl Financial LLC

1996 - 2013 (17 years)

Signator Investors, Inc

Disclosures

Craig Faile has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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