Steven
Gensler

Independent Advisor Alliance, LLC

CRD#4237168
Investment Advisor
in Charlotte, NC
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About this Advisor

Steven Gensler is a certified financial planner operating out of Charlotte, North Carolina, with 12 years in the industry. Gensler is an advisor for Independent Advisor Alliance, LLC. Throughout their career, they have worked at Lpl Financial LLC and Independent Advisor Alliance. Gensler holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Independent Advisor Alliance, LLC is a registered investment business headquartered in Charlotte, North Carolina. The company has offices in 87 locations and a total of 107 advisors. It manages $3 billion in assets between its 15,183 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 35 charitable organizations. Independent Advisor Alliance, LLC has a broad assortment of services, including 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 typically are based on which services are offered. However, fee types charged by Independent Advisor Alliance, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

No

Office Location

11525 N. Community House Rd. Ste. 575
Charlotte, NC 28277

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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

Steven Gensler Work History

Steven has 12 years of experience.

2018 - Present (1 year)

Independent Advisor Alliance

2018 - 2018 (< 1 year)

Lpl Financial LLC

2006 - 2018 (12 years)

Lpl Financial LLC

Disclosures

Steven Gensler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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