Independent Advisor Alliance, LLC
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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
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
Steven Gensler Work History
Steven has 12 years of experience.
Independent Advisor Alliance
Lpl Financial LLC
Lpl Financial LLC
Steven Gensler has no disclosures.
Please visit their SEC profile for more details.