NORTH CAROLINA ADVISOR JOINS INDEPENDENT ADVISOR ALLIANCE
Charlotte, NC (March 11, 2015) Greensboro business owner, Richard Harvey of Harvey Wealth Management Group, has affiliated his financial planning practice with Independent Advisor Alliance [IAA]. As an IAA Financial Advisor, Harvey is solely focused on his clients financial success and has dedicated the past 20 years to helping them understand and navigate the world of personal finance.
Harvey, a nine year member of LPL Directors Club based on total production, takes great pride in planning with purpose and in having built a boutique firm to offer private wealth management for select individuals. He states, The ability to bring the many talents, resources and benefits of Independent Advisor Alliance to my clients was the deciding factor in joining this dynamic group. I look forward to many years of productive and profitable work together.
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, founder and CEO of Independent Advisor Alliance, says, Our members choose to affiliate with IAA because they do have a choice. They seek a culture focused on their success that not only respects their independence, but also commits fully to support it.
Additionally, Russo states, Richard encompasses the type of entrepreneurial spirit that is central to the IAA culture. Were certain that this new partnership will afford Richard the support and resources he needs to continue to be a valued advisor for his clients.
About Independent Advisor Alliance:
The Independent Advisor Alliance is a community hybrid RIA solution 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.* 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 Richard Harvey:
Richard has extensive experience advising individuals, families and corporations. He specializes in breaking down complex issues and developing a concise approach to address client concerns. He holds Series 24, 26, 6, 63 and 7 registrations through LPL Financial as well as Series 65 through IAA . www.harveywealth.com/
Independent Advisor Alliance and Harvey Wealth Management are separate entities from LPL Financial.
Holly Curtis, Relationship Manager, Independent Advisor Alliancewww.independentadvisoralliance.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial.