Ernest
Ross
Independent Advisor Alliance, LLC
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About this Advisor
Ernest Ross is a financial advisor based in Charlotte, North Carolina, working with Independent Advisor Alliance, LLC. Ernest has previously held positions at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Fifth Third Securities, Lpl Financial, and Independent Advisor Alliance. Ernest has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia and North Carolina. Currently, Ernest 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
Ernest Ross Work History
Lpl Financial
Independent Advisor Alliance
Fifth Third Securities
Merrill Lynch, Pierce, Fenner And Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Ernest Ross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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