Matthew
Jelnicky
Independent Advisor Alliance, LLC
Answer a few questions and
get matched with an advisor.
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
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Independent Advisor Alliance, LLC Brokerage Details
$4,731,036,610
175
24,157
$195,845
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Matthew G. Jelnicky Cpa Pa
Cetera Advisor Networks LLC
Financial Network Investment Corporation
Disclosures
Matthew Jelnicky has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.