Michael
Mcgilvary
Independent Advisor Alliance, LLC
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About this Advisor
Michael Mcgilvary is a financial advisor who works out of Clemmons, North Carolina, with 7 years of relevant experience. Mcgilvary is currently employed by Independent Advisor Alliance, LLC. Their career trajectory has included roles at United Support Services, Inc, Edward Jones, Lpl Financial, LLC, Marzano Capital Group and Independent Advisor Alliance, LLC. Mcgilvary has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in New York and North Carolina. Independent Advisor Alliance, LLC is a firm operating out of Charlotte, NC. It has offices in 132 locations and a total of 227 employees. It manages $10 billion in total assets between its 47,432 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 91 charities and foundations. Of its 47,432 accounts, 28% belong to high-net-worth clients who have at least $1 million in assets. The firm provides a broad 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. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types billed by Independent Advisor Alliance, LLC most likely include some blend of 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
Michael Mcgilvary Work History
Michael has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Marzano Capital Group
Independent Advisor Alliance, LLC
Edward Jones
United Support Services, Inc
*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 Michael Mcgilvary 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
North, PA
Knoxville, TN
Irmo, SC
Cary, NC
Little Rock, AR
Columbia, SC
Columbia, SC
Rock Hill, 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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