CHARLOTTE FIRM HAS GROWN OPERATIONS TO EIGHT STATES

[April 17, 2017]  Charlotte, NC–   Independent Advisor Alliance [IAA], a hybrid Registered Investment Advisor firm located in Charlotte, NC, welcomed a new branch office in Reading, Pennsylvania this week.  Founded in 2007 by Robert Russo, IAA has branch offices in North Carolina, South Carolina, Alaska, California, Florida, Tennessee, Virginia and now Pennsylvania as well.

Michael Krumholz and his team at CFG in Reading, PA are the most recent to join IAA.   Krumholz opened CFG in 1986 and serves clients in 11 states.  The CFG team takes a client-centric planning approach and fosters an environment in which clients have confidence about their financial affairs.

With a strong concentration of regional clients, IAA began recruiting outside of the Carolinas early in 2016 with great results. In 2016, IAA welcomed 30 new advisors to its firm and expects to surpass that number again in 2017.

“I attribute this success to our competitive pricing, dynamic team, dedication to exceptional client service and focus on relationship building,” states Michael Gordon, Director of Business Development at Independent Advisor Alliance.

 

About Independent Advisor Alliance

Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. Through its hybrid RIA model, IAA provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2007, today IAA serves more than 75 independent LPL financial advisors across the U.S., servicing a total of more than $2 billion of retail client assets. For more information, visit www.independentadvisoralliance.com.

 

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served approximately $486 billion in advisory and brokerage assets as of May 31, 2016. LPL is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities.

 

Contact:

Holly Curtis, Relationship Manager, Independent Advisor Alliance   www.independentadvsioralliance.com

(704) 499-9809

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and CFG are separate entities from LPL Financial.

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