Kevin
Meyer
Independent Advisor Alliance, LLC
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About this Advisor
Kevin Meyer is a financial advisor based in Temple, Texas, working with Independent Advisor Alliance, LLC. Kevin has previously held positions 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. Kevin has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Kevin is part of Independent Advisor Alliance, LLC, which operates out of Temple, Texas. 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
Kevin Meyer Work History
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
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
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Roanoke, VA
South Portland, ME
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