Independent Advisor Alliance, LLC
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About this Advisor
Richard Curran is a certified financial planner in Charlotte, North Carolina. Currently a registered advisor at Independent Advisor Alliance, LLC, they have gathered 15 years of practice in the financial advisory industry. Curran holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Curran is registered to operate in California, Maryland, South Carolina, Florida, North Carolina and Texas. Curran has spent their whole career at Independent Advisor Alliance, LLC. Independent Advisor Alliance, LLC is based out of Charlotte, North Carolina, and operates out of 87 offices in the United States. In total, Independent Advisor Alliance, LLC manages $3 billion in assets across 15,183 accounts and retains more than 107 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 15,094 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 15,183 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Independent Advisor Alliance, LLC offers 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
Richard Curran Work History
Richard has 15 years of experience.
Lpl Financial, LLC
Richard Curran has disclosures.
Please visit their SEC profile for more details.