Charlotte, NC [November 13, 2015]–Independent Advisor Alliance [IAA] and Second Half Strategies have partnered together to offer independent financial advisors of IAA a unique opportunity.
Together, IAA and Second Half Strategies, will offer advisors a turnkey solution for executive office space with benefits including a prominent location, distinctive amenities, dedicated space for support staff, and even the possibility of reduced OSJ fees.
The office suite, managed by Second Half Strategies, is located in the SunTrust Building at Sharon Square in South Park. With ample parking, shopping and dining, this mixed-used community is an ideal location for advisors looking for a permanent space that compliments their brand. The office suite consists of five advisor offices, four support staff work stations, a conference room, meeting room, kitchenette and welcoming reception area. The office suite is designed to support each advisor’s independence while also allowing for collaboration and comradery.
“We are able to take the hassle out of relocating. Essentially we offer a walk-in, plug-in opportunity in which advisors can start without delay,” states Todd Curry of Second Half Strategies. “I look forward to developing an ensemble environment in which the complimentary skill sets of our advisors can be utilized to serve clients resulting in increased production for all of us as a whole.”
Robert Russo, Founder and Managing Partner of IAA, states “True to our tagline, at Independent Advisor Alliance being independent shouldn’t mean being alone.” He continued by saying, ”We take pride in supporting the success of our advisors and believe that this environment will promote growth, community and ultimately will benefit clients in the end.”
Office space will be available in the suite starting in November 2015.
For more information on Independent Advisor Alliance and this unique, cost-effective office solution, please contact Michael Gordon of IAA at firstname.lastname@example.org.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Second Half Strategies are separate entities from LPL Financial.