Mason
Moore
Independent Advisor Alliance, LLC
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About this Advisor
Mason Moore is a financial advisor based in Cincinnati, Ohio, working with Independent Advisor Alliance, LLC. Mason has previously held positions 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. Mason has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Mason is part of Independent Advisor Alliance, LLC, which operates out of Cincinnati, Ohio. The firm has 132 offices and 230 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$12,826,908,245
230
52,309
$245,214
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
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
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.
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