Richard
Reber

Independent Advisor Alliance, LLC

CRD#5506442
Investment Advisor
in Charlotte, NC
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About this Advisor

Richard Reber is a certified financial planner in Charlotte, North Carolina. Currently a registered financial advisor at Independent Advisor Alliance, LLC, they have accumulated 11 years of experience in the financial advisory industry. Reber has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Reber is able to serve investors in North Carolina. Throughout their career, Reber has worked at Primerica Financial Services, Hitachi Data Systems, Lpl Financial LLC, Lms/Siemens, Morgan Stanley, Morgan Stanley Private Bank, National Association and Independent Advisor Alliance. Independent Advisor Alliance, LLC is located in Charlotte, North Carolina, and operates out of 87 additional locations across the nation. In aggregate, Independent Advisor Alliance, LLC oversees $3 billion in assets dispersed across 15,183 client accounts and employs more than 107 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 15,094 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 15,183 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

Disclosures

Yes

Office Location

7005 Shannon Willow Road Suite 100
Charlotte, NC 28226

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$4,731,036,610

NC Average: $3,625,019,099
Total Number of Employees

175

NC Average: 22
Total Number of Accounts

24,157

NC Average: 1,917
Average Account Size

$195,845

NC Average: $1,890,985

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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 Reber Work History

Richard has 11 years of experience.

2017 - Present (2 years)

Independent Advisor Alliance

2017 - Present (2 years)

Lpl Financial LLC

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2014 - 2014 (< 1 year)

Lpl Financial LLC

2014 - 2017 (3 years)

Morgan Stanley

2010 - 2014 (4 years)

Lms/Siemens

2007 - 2014 (7 years)

Primerica Financial Services

2007 - 2009 (2 years)

Hitachi Data Systems

Disclosures

Richard Reber has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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