Gary
Deese Cltc
Independent Advisor Alliance, LLC
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About this Advisor
Gary Deese Cltc is a financial advisor working in Lexington, South Carolina with 9 years of relevant experience. Deese Cltc is currently employed by Independent Advisor Alliance, LLC. Deese Cltc has gained experience at Lpl Financial LLC and Independent Advisor Alliance, LLC. Deese Cltc has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in South Carolina. Independent Advisor Alliance, LLC is a firm that has its headquarters in Charlotte, NC. The firm has offices in 132 locations and a total of 227 people on staff. It handles $10 billion in total assets between its 47,432 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 91 charities and foundations. Of its 47,432 client accounts, 28% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm performs a broad 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. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Independent Advisor Alliance, LLC may include 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
Gary Deese Cltc Work History
Gary has been registered as a financial advisor for 9 years.*
Independent Advisor Alliance, LLC
Lpl Financial LLC
*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 Gary Deese Cltc 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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