Cristy
Head
Independent Wealth Advisors, LLC
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About this Advisor
Cristy Head is a financial advisor based in Cary, North Carolina, working with Independent Wealth Advisors, LLC. Cristy has previously held positions at Cristy Johnson/ Said And Done, Lpl Financial, LLC, Independent Wealth Advisors, and Said And Done LLC. Cristy has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Cristy is part of Independent Wealth Advisors, LLC, which operates out of Cary, North Carolina. The firm has 3 employees and manages assets totaling $132.8 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Independent Wealth Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Independent Wealth Advisors, LLC Brokerage Details
$132,807,599
3
320
$415,024
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cristy Head Work History
Independent Wealth Advisors
Independent Wealth Advisors
Lpl Financial, LLC
Cristy Johnson/ Said And Done
Said And Done LLC
Disclosures
Please visit the SEC profile of Cristy Head 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 Wealth Advisors, LLC
Cary, NC
Cary, NC
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