Mason
Moore
Independent Advisor Alliance, LLC
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About this Advisor
Mason Moore is a financial advisor operating in Cincinnati, Ohio who has 3 years of relevant experience. Moore is currently employed by Independent Advisor Alliance, LLC. During their career, the advisor has held roles at Walt Disney World, Equipment Finance Group, Archbishop Mcnicholas High School, The Summit Country Day High School, Xavier University, Curry Moore & Associates - Wealth Advisors, Lpl Financial LLC and Independent Advisor Alliance. Moore maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Independent Advisor Alliance, LLC is a firm based in Charlotte, NC. The firm has offices in 132 locations and a total of 227 financial advisors. It oversees $10 billion in assets under management among its 47,432 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 91 charities and foundations. Of its 47,432 accounts, 28% are held by high-net-worth clients who have greater than $1 million in investable assets. Independent Advisor Alliance, LLC performs a wide assortment 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. Financial management fees usually vary depending on the financial services offered. However, fees charged by Independent Advisor Alliance, LLC most likely are comprised of 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
Mason Moore Work History
Mason has been registered as a financial advisor for 3 years.*
Independent Advisor Alliance
The Summit Country Day High School
Lpl Financial LLC
Curry Moore & Associates - Wealth Advisors
Walt Disney World
Archbishop Mcnicholas High School
Equipment Finance Group
Xavier University
The Summit Country Day High School
*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 Mason Moore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Advisor Alliance, LLC
Columbia, SC
Rock Hill, SC
Cary, NC
Springfield, MO
Little Rock, AR
Sussex, WI
Columbia, SC
Salisbury, NC
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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