Independent Advisor Alliance, LLC
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About this Advisor
Matthew Jelnicky is a certified financial planner whose office is in Charlotte, North Carolina. Currently an investment advisor with Independent Advisor Alliance, LLC, Jelnicky has an impressive 21 years of work experience as a financial advisor. Jelnicky holds a Series 63 license, qualifying them as a securities representative. Jelnicky can work with clients based out of North Carolina and South Carolina. Over the course of their career, Jelnicky has held roles at Matthew G. Jelnicky Cpa Pa, Financial Network Investment Corporation, Cetera Advisor Networks LLC, Lpl Financial LLC and Independent Advisor Alliance. Independent Advisor Alliance, LLC is based out of Charlotte, North Carolina, and has 87 additional offices throughout the United States. In aggregate, Independent Advisor Alliance, LLC oversees $3 billion in assets across 15,183 accounts and employs more than 107 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 15,094 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisor firm's 15,183 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Independent Advisor Alliance, LLC can offer 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 firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Independent Advisor Alliance, LLC Brokerage Details
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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
Matthew Jelnicky Work History
Matthew has 21 years of experience.
Lpl Financial LLC
Independent Advisor Alliance
Cetera Advisor Networks LLC
Financial Network Investment Corporation
Matthew G. Jelnicky Cpa Pa
Matthew Jelnicky has no disclosures.
Please visit their SEC profile for more details.