Independent Advisor Alliance, LLC
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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
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 Reber Work History
Richard has 11 years of experience.
Independent Advisor Alliance
Lpl Financial LLC
Morgan Stanley Private Bank, National Association
Lpl Financial LLC
Primerica Financial Services
Hitachi Data Systems
Richard Reber has disclosures.
Please visit their SEC profile for more details.