Richard
Durkee
Independent Advisor Alliance, LLC
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About this Advisor
Richard Durkee is a financial advisor based in Charleston, South Carolina, working with Independent Advisor Alliance, LLC. Richard has previously held positions at Horter Investment Management, LLC, Coastal Financial Planning Group, LLC, Precision Capital Management, Fusion Capital Management, and Independent Advisor Alliance. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Richard is part of Independent Advisor Alliance, LLC, which operates out of Charleston, 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
Richard Durkee Work History
Independent Advisor Alliance
Fusion Capital Management
Precision Capital Management
Horter Investment Management, LLC
Coastal Financial Planning Group, LLC
Disclosures
Please visit the SEC profile of Richard Durkee 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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