Teresa
Arrigo
Independent Advisor Alliance, LLC
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About this Advisor
Teresa Arrigo is a financial advisor working out of Conway, Arkansas, who has 1 year of relevant experience. Arrigo is currently employed by Independent Advisor Alliance, LLC. Their career trajectory has included roles at First Southern Baptist Church, Genwealth Financial Advisors, LLC and Lpl Financial, LLC. Arrigo maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Arkansas and Texas. Independent Advisor Alliance, LLC is a financial advisory firm headquartered in Charlotte, NC. The company has offices in 132 locations and a total of 227 advisors. It manages $10 billion in assets among 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 client accounts, 28% belong to high-net-worth individuals who have at least $1 million in investable assets. Independent Advisor Alliance, LLC offers 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 management fee schedules vary depending on which services the firm provides the client. Fees billed by Independent Advisor Alliance, LLC can be comprised 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
Teresa Arrigo Work History
Teresa has been registered as a financial advisor for 1 years.*
Genwealth Financial Advisors, LLC
Lpl Financial, LLC
Genwealth Financial Advisors, LLC
First Southern Baptist Church
*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 Teresa Arrigo 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
Columbia, SC
Charlotte, NC
Springfield, MO
North, PA
Little Rock, AR
Rock Hill, SC
Irmo, SC
Knoxville, TN
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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