Vincent
Perry

Independent Advisor Alliance, LLC

CRD#2873364
Investment Advisor
in Raleigh, NC
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About this Advisor

Vincent Perry is a certified financial planner and chartered financial consultant working in Raleigh, North Carolina, who has been in the advisory business for 13 years. Perry is an advisor for Independent Advisor Alliance, LLC. During their career, the advisor has held roles at Independent Advisor Alliance, Ameriprise Financial Services, Inc and Lpl Financial LLC. Perry has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Maryland, Texas and North Carolina. Independent Advisor Alliance, LLC is an advisory company that has its headquarters in Raleigh, North Carolina. It has offices in 87 locations and a total of 107 advisors. It administers $3 billion in assets under management among its 15,183 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 35 charities and foundations. The firm offers a number 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. Financial management fee schedules usually are based on which services the firm provides the client. Fees billed by Independent Advisor Alliance, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

13 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

1121 Situs Court Suite 300
Raleigh, NC 27606

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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

Vincent Perry Work History

Vincent has 13 years of experience.

2017 - Present (2 years)

Independent Advisor Alliance

2017 - Present (2 years)

Lpl Financial LLC

2005 - 2017 (12 years)

Ameriprise Financial Services, Inc

Disclosures

Vincent Perry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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