Eric
White
Independent Advisor Alliance, LLC
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About this Advisor
Eric White is a financial advisor based in Sussex, Wisconsin, working with Independent Advisor Alliance, LLC. Eric has previously held positions at Yk Pao School, The American School In Switzerland, Waukesha South High School, The International School In Port Of Spain, Cedarburg High School, Lpl Financial, and Independent Advisor Alliance. Eric has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Eric is part of Independent Advisor Alliance, LLC, which operates out of Sussex, Wisconsin. 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
Eric White Work History
Lpl Financial
Independent Advisor Alliance
Yk Pao School
The American School In Switzerland
Waukesha South High School
The International School In Port Of Spain
Cedarburg High School
Disclosures
Please visit the SEC profile of Eric White 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
South Portland, ME
Sussex, WI
Charlotte, NC
Charlotte, NC
Atlanta, GA
Richfield, WI
Roanoke, VA
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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