Keith
Gregory
Independent Advisor Alliance, LLC
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About this Advisor
Keith Gregory is a financial advisor based in Clover, South Carolina, working with Independent Advisor Alliance, LLC. Keith has previously held positions at Lpl Financial, LLC and Independent Advisor Alliance, LLC. Keith has passed the Series 66 regulatory exam and is registered to provide services in Louisiana, North Carolina, South Carolina, and Texas. Currently, Keith is part of Independent Advisor Alliance, LLC, which operates out of Clover, South Carolina. 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
Keith Gregory Work History
Independent Advisor Alliance, LLC
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Keith Gregory 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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