George
Irby

Independent Advisor Alliance, LLC

CRD#5992661
Investment Advisor
in Matthews, NC

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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

Series 63, Series 66

Years Registered*

7 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

1013 Chestnut Lane Suite 130
Matthews, NC 28104

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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

George Irby Work History

George has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lpl Financial, LLC

2016 - Present (8 years)

Independent Advisor Alliance, LLC

2014 - 2016 (2 years)

Flinthill Financial, LLC

2012 - 2014 (2 years)

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

Kathryn Kavehrad
Knoxville, TN
Timothy Sallee
Springfield, MO
John Black
Rock Hill, SC
Timothy Moore
North, PA
Mona Khairi
Little Rock, AR
Steven Dye
Sussex, WI
William Addison
Columbia, SC
George Jameson Jr
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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