CHARLOTTE CHAMBER MEMBER JOINS INDEPENDENT ADVISOR ALLIANCE
Charlotte, NC (March 19, 2015) Terry Colen, VP Senior Financial Advisor, Trust Liaison Officer and Chartered Financial Retirement Planning Counselor, formerly of CUNA Brokerage Services and Truliant Federal Credit Union, has joined Independent Advisor Alliance [IAA] as an independent Financial Advisor and affiliated his financial services practice with LPL Financial. Colen will conduct business as Blackbridge Financial.
Prior to aligning his practice with IAA, Colen was recognized as a Presidents Council performer by CUNA Brokerage Services, Inc. and was ranked among the top 5% of their advisors since 2008 based on revenue. The Presidents Council is the highest recognition a Financial Advisor licensed through CUNA Brokerage Services can achieve, according to CUNA Mutual Group, and is earned by delivering superior service and attaining a high level of sales. Colen brings a tremendous amount of experience and specialization with him to LPL Financial and is eager to serve clients in his new capacity.
Colen takes great pride in helping Main Street and Wall Street come together and has accomplished this initiative through providing personalized service to his local community. He has dedicated the past 25 years to helping his clients understand and navigate the world of personal finance and wealth management. On joining Independent Advisor Alliance, Colen says, Finally, I have found an organization that understands that customer service comes first! I am excited to join a team that shares the same philosophies of offering independent and unbiased advice.
Independent Advisor Alliance members are independent-minded entrepreneurs focused on creating successful practices that aim to provide lasting value for themselves, their families and their clients. They value independence for the many choices it provides, from enabling them to be selective in the type of clients with whom they work, to deciding how to brand their businesses and best nurture individual client relationships.
Robert Russo, Managing Partner of Independent Advisor Alliance, says, Independent Advisor Alliance is committed to helping our members increase efficiencies, attract and retain clients and boost revenue by providing the tools and resources to help them take their practice to the next level. We offer them an exciting opportunity to run their own independent practice within a forward-thinking culture emphasizing advocacy and shared support.
Additionally, Russo states, Terry’s enthusiasm for the business is reminiscent of why many of us became advisors in the first place — to help others pursue their dreams. Terry’s client-centric business model and professional experience will be well supported at IAA.
About Independent Advisor Alliance:
The Independent Advisor Alliance is an LPL hybrid RIA firm that fosters a dynamic, supportive environment for successful independent financial advisors.
The Independent Advisor Alliance is powered by the resources of LPL Financial, the nations largest independent broker/dealer; registrations through LPL Financial. * LPL is an enabling partner to more than 13,500 financial advisors and approximately700 financial institutions.* As reported by Financial Planning magazine, June1996-2014, based on total revenue.
About Terry Colen:
Colen has 25 years of experience in the financial services industry as a mutual fund specialist, stock broker and registered investment advisor representative. He currently holds FINRA licenses series 6, 7, 63, 66 and variable life insurance licenses in the states of North Carolina, South Carolina, Virginia, Florida, Texas and California.
Holly Curtis, Relationship Manager, Independent Advisor Alliance,www.independentadvisoralliance.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 Blackbridge Financial are separate entities from LPL Financial.