David
Rotatori
Independent Advisor Alliance, LLC
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About this Advisor
David Rotatori is a financial advisor based in Charlotte, North Carolina, working with Independent Advisor Alliance, LLC. David has previously held positions at Cornerstone Financial Advisors, Lpl Financial LLC, Independent Advisor Alliance, and Lpl Financial, LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Alaska, Florida, North Carolina, South Carolina, Washington, and Wyoming. Currently, David is part of Independent Advisor Alliance, LLC, which operates out of Charlotte, North Carolina. The firm has 132 offices and 230 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including 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
$12,826,908,245
230
52,309
$245,214
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 Rotatori Work History
Independent Advisor Alliance
Lpl Financial, LLC
Cornerstone Financial Advisors
Lpl Financial LLC
Disclosures
Please visit the SEC profile of David Rotatori 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
Vero Beach, FL
Atlanta, GA
Sussex, WI
Charlotte, NC
Atlanta, GA
Atlanta, GA
Roanoke, VA
South Portland, ME
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