Independent Advisor Alliance, LLC
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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
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
Vincent Perry Work History
Vincent has 13 years of experience.
Independent Advisor Alliance
Lpl Financial LLC
Ameriprise Financial Services, Inc
Vincent Perry has no disclosures.
Please visit their SEC profile for more details.