David
Curry

Independent Advisor Alliance, LLC

CRD#4678823
Investment Advisor
in Charlotte, NC
Are you David Curry? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Curry is a certified financial planner who works in Charlotte, North Carolina, who has been in the financial industry for 15 years. Curry currently works for Independent Advisor Alliance, LLC. Over the course of their career, they have held roles at Lpl Financial LLC, Lincoln Financial Advisors and Independent Advisor Alliance, LLC. Curry has a Series 66 license, which qualifies 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 that has its headquarters in Charlotte, North Carolina. It has offices in 87 locations and a total of 107 financial advisors. It oversees $3 billion in assets under management across its 15,183 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 35 charities and foundations. The advisory firm 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. Financial management fee schedules typically depend on which services are provided. However, fee types charged by Independent Advisor Alliance, LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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

4777 Sharon Road Suite 540
Charlotte, NC 28210

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

David Curry Work History

David has 15 years of experience.

2015 - Present (4 years)

Lpl Financial LLC

2015 - Present (4 years)

Independent Advisor Alliance, LLC

2003 - 2015 (12 years)

Lincoln Financial Advisors

Disclosures

David Curry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started