Kevin
Meyer
Independent Advisor Alliance, LLC
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About this Advisor
Kevin Meyer is a financial advisor working in Temple, Texas with a total of 5 years of industry experience. Meyer currently works for Independent Advisor Alliance, LLC. Throughout their career, they have worked at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Sp Meyer & Co, LLC, Temple Rental Home, Lpl Financial LLC, Independent Financial Partners and Independent Advisor Alliance, LLC. Meyer maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Independent Advisor Alliance, LLC is a financial advisory company that has its headquarters in Charlotte, NC. It has offices in 132 locations and a total of 227 employees. It administers $10 billion in assets under management between its 47,432 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 91 charitable organizations. Of its 47,432 client accounts, 28% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business provides a number 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. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types charged by Independent Advisor Alliance, LLC likely are comprised of some blend of 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
Kevin Meyer Work History
Kevin has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
Independent Advisor Alliance, LLC
Sp Meyer & Co, LLC
Various Insurance Carriers For W&R Insurance Agencies
Independent Financial Partners
Temple Rental Home
Waddell & Reed, Inc
*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 Kevin Meyer 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
Irmo, SC
Rock Hill, SC
Cary, NC
El Dorado, AR
Little Rock, AR
Rock Hill, SC
Salisbury, NC
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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