Terrence
Colen
Independent Advisor Alliance, LLC
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About this Advisor
Terrence Colen is a financial advisor based out of Charlotte, North Carolina with a total of 8 years of relevant experience. Colen works at Independent Advisor Alliance, LLC. Over the course of their career, Colen has held roles at Cuna Brokerage Services, Inc, Truliant Federal Credit Union, Independent Advisor Alliance, LLC and Lpl Financial LLC. Colen maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in North Carolina, South Carolina, Texas and Virginia. Independent Advisor Alliance, LLC is a registered investment business based out of Charlotte, NC. It has offices in 132 locations and a total of 227 financial advisors. It manages $10 billion in total assets among its 47,432 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 91 charities and foundations. Of its 47,432 client accounts, 28% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides a broad array of services, such as 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 charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Independent Advisor Alliance, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$10,095,700,130
227
47,432
$212,846
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
Terrence Colen Work History
Terrence has been registered as a financial advisor for 8 years.*
Independent Advisor Alliance, LLC
Lpl Financial LLC
Truliant Federal Credit Union
Cuna Brokerage Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Terrence Colen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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