George
Irby
Independent Advisor Alliance, LLC
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About this Advisor
George Irby is a financial advisor operating out of Matthews, North Carolina, with a total of 7 years of industry experience. Irby currently works for Independent Advisor Alliance, LLC. Irby has gained experience at Wells Fargo Advisors LLC, Flinthill Financial, LLC, Lpl Financial, LLC and Independent Advisor Alliance, LLC. Irby has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in North Carolina, Texas and Virginia. Independent Advisor Alliance, LLC is a financial advisory company headquartered in Charlotte, NC. The investment advisory business has offices in 132 locations and a total of 227 advisors. It administers $10 billion in total assets among its 47,432 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 91 charitable organizations. Of its 47,432 accounts, 28% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a diverse range 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 advice typically are based on which services the firm provides the client. Fees billed by Independent Advisor Alliance, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$10,095,700,130
227
47,432
$212,846
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
George Irby Work History
George has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Independent Advisor Alliance, LLC
Flinthill Financial, LLC
Wells Fargo Advisors LLC
*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 George Irby 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
Columbia, SC
Sussex, WI
Cary, NC
Charlotte, NC
Little Rock, AR
Rock Hill, SC
Salisbury, NC
Columbia, SC
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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