Allison
Grier

Independent Advisor Alliance, LLC

CRD#4936854
Investment Advisor
in Rock Hill, SC

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About this Advisor

Allison Grier is a financial advisor who works in Rock Hill, South Carolina who has 8 years of industry experience. Grier is an employee of Independent Advisor Alliance, LLC. Over the course of their career, Grier has held roles at Cetera Advisor Networks, Independent Advisor Alliance and Lpl Financial LLC. Grier holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can advise clients in South Carolina. Independent Advisor Alliance, LLC is a company that has its headquarters in Charlotte, NC. The company has offices in 132 locations and a total of 227 financial advisors. It manages $10 billion in assets across its 47,432 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 91 charitable organizations. Of its 47,432 customer accounts, 28% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a wide array 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 typically depend on which service is offered. Fee types charged by Independent Advisor Alliance, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 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

Office Location

305 Oakland Avenue
Rock Hill, SC 29730

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$10,095,700,130

SC Average: $3,625,019,099
Total Number of Employees

227

SC Average: 22
Total Number of Accounts

47,432

SC Average: 1,917
Average Account Size

$212,846

SC Average: $1,890,985

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

Allison Grier Work History

Allison has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Independent Advisor Alliance

2015 - Present (9 years)

Lpl Financial LLC

2013 - 2015 (2 years)

Cetera Advisor Networks

*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 Allison Grier 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

George Jameson Jr
Columbia, SC
Charles Skinner
El Dorado, AR
Wesley Burrell
Springfield, MO
William Addison
Columbia, SC
Mona Khairi
Little Rock, AR
Steven Dye
Sussex, WI
David Bolick
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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