Kathryn
Kavehrad

Independent Advisor Alliance, LLC

CRD#7386361
Investment Advisor
in Knoxville, TN

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About this Advisor

Kathryn Kavehrad is a financial advisor operating out of Knoxville, Tennessee with a total of 1 year of industry experience. Kavehrad works at Independent Advisor Alliance, LLC. Throughout their career, they have worked at Northwest Christian Community Foundation, National Christian Foundation, Nehemiah Project International Ministries, Range Financial Group, LLC and Independent Advisor Alliance. Kavehrad holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Oregon and Tennessee. Independent Advisor Alliance, LLC is a firm that has its headquarters in Charlotte, NC. It has offices in 132 locations and a total of 227 advisors. It administers $10 billion in assets under management between its 47,432 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 91 charitable organizations. Of its 47,432 customer accounts, 28% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a wide range 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. Fees for financial advice largely vary depending on which services the firm provides the client. However, fee types charged by Independent Advisor Alliance, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

2099 Thunderhead Road Suite 201
Knoxville, TN 37922

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$10,095,700,130

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

227

TN Average: 22
Total Number of Accounts

47,432

TN Average: 1,917
Average Account Size

$212,846

TN 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

Kathryn Kavehrad Work History

Kathryn has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Independent Advisor Alliance

2021 - 2022 (1 year)

Range Financial Group, LLC

2017 - 2019 (2 years)

Northwest Christian Community Foundation

2015 - 2018 (3 years)

National Christian Foundation

2013 - 2015 (2 years)

Nehemiah Project International Ministries

*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 Kathryn Kavehrad 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

John Black
Rock Hill, SC
Timothy Moore
North, PA
George Jameson Jr
Columbia, SC
Mona Khairi
Little Rock, AR
Allison Grier
Rock Hill, SC
David Bolick
Salisbury, NC
William Addison
Columbia, SC

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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