Nicholas
Skey

Independent Advisor Alliance, LLC

CRD#7861404
Investment Advisor
in Columbia, SC

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About this Advisor

Nicholas Skey is a financial advisor based in Columbia, South Carolina, working with Independent Advisor Alliance, LLC. Nicholas has previously held positions at First Community Bank, Truist Bank, Freight Handlers Inc, Self Employed/Musician, Lpl Financial LLC, and Independent Advisor Alliance. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, Nicholas is part of Independent Advisor Alliance, LLC, which operates out of Columbia, 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

Series 66

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

1213 Lady Street
Columbia, SC 29201

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$12,826,908,245

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

230

SC Average: 22
Total Number of Accounts

52,309

SC Average: 1,917
Average Account Size

$245,214

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

Nicholas Skey Work History

2024 - Present (0 year)

First Community Bank

2024 - Present (0 year)

Lpl Financial LLC

2024 - Present (0 year)

Independent Advisor Alliance

2017 - Present (7 years)

Truist Bank

2015 - 2017 (2 years)

Freight Handlers Inc

2014 - 2015 (1 year)

Self Employed/Musician

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nicholas Skey 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

Nicholas Skey
Columbia, SC
Jane Reichard
Reston, VA
Jessica Sexton
Charlotte, NC
Peter Metcalf
South Portland, ME
Ernest Ross
Charlotte, NC
Kevin Steffen
Vero Beach, FL
Charles White
Roanoke, VA
Montague Boyd
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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