Garrett
Railsback

Independent Advisor Alliance, LLC

CRD#6151934
Investment Advisor
in Cary, NC

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About this Advisor

Garrett Railsback is a financial advisor operating out of Cary, North Carolina, with a total of 2 years of relevant experience. Railsback works at Independent Advisor Alliance, LLC. Over the course of their career, Railsback has held roles at Edward Jones, Fidelity, Scottrade, Inc, Pierce Group Benefits, Woodbridge Financial Advice Dba Woodbridge Advisors, Lpl Financial LLC and Independent Advisor Alliance, LLC. Railsback holds Series 66 and Series 63 licenses, which qualify them as a securities broker, and is registered to advise clients in Colorado, Maryland, North Carolina, Texas and Wisconsin. Independent Advisor Alliance, LLC is a registered investment business that has its headquarters in Charlotte, NC. The investment advisory business has offices in 132 locations and a total of 227 financial advisors. It oversees $10 billion in total assets across its 47,432 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 91 charitable organizations. Of its 47,432 customer accounts, 28% are associated with high-net-worth clients who have at least $1 million in assets. The company offers a broad array 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. Fees for financial management largely depend on which services are offered. However, fee types charged by Independent Advisor Alliance, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

2 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

Office Location

1150 Northwest Maynard Road Suite 110
Cary, NC 27513

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$10,095,700,130

NC Average: $3,625,019,099
Total Number of Employees

227

NC Average: 22
Total Number of Accounts

47,432

NC Average: 1,917
Average Account Size

$212,846

NC Average: $1,890,985

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

Garrett Railsback Work History

Garrett has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2021 - Present (3 years)

Independent Advisor Alliance, LLC

2019 - 2021 (2 years)

Edward Jones

2017 - 2019 (2 years)

Pierce Group Benefits

2017 - 2018 (1 year)

Woodbridge Financial Advice Dba Woodbridge Advisors

2015 - 2017 (2 years)

Scottrade, Inc

2014 - 2015 (1 year)

Fidelity

2013 - 2014 (1 year)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Garrett Railsback 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

George Jameson Jr
Columbia, SC
David Bolick
Salisbury, NC
Timothy Sallee
Springfield, MO
Steven Dye
Sussex, WI
Mona Khairi
Little Rock, AR
Ty Hensley
Charlotte, NC
John Black
Rock Hill, SC
Timothy Moore
North, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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