Patricia
Godfrey

Independent Advisor Alliance, LLC

CRD#6924939
Investment Advisor
in Cornelius, NC

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About this Advisor

Patricia Godfrey is a financial advisor who works in Cornelius, North Carolina who has 4 years of industry experience. Godfrey is an advisor for Independent Advisor Alliance, LLC. Godfrey has gained experience at Independent Advisor Alliance, Veritas Technologies LLC and Encore Health Resources. Godfrey maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in North Carolina. Independent Advisor Alliance, LLC is an advisory business that has its headquarters in Charlotte, NC. The company has offices in 132 locations and a total of 227 financial advisors. It handles $10 billion in assets under management among its 47,432 customer 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 customer accounts, 28% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company provides a number 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 usually depend on which services are offered. Fees charged by Independent Advisor Alliance, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 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

18067 W Catawba Ave Ste 206
Cornelius, NC 28031

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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

Patricia Godfrey Work History

Patricia has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Independent Advisor Alliance

2016 - Present (8 years)

Veritas Technologies LLC

2011 - 2016 (5 years)

Encore Health Resources

*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 Patricia Godfrey 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

John Black
Rock Hill, SC
Timothy Moore
North, PA
George Jameson Jr
Columbia, SC
Alexander Lewis
Irmo, SC
Mona Khairi
Little Rock, AR
Wesley Burrell
Springfield, MO
Steven Dye
Sussex, WI
Ty Hensley
Charlotte, NC

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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