Summerville, SC (July 14, 2015) – Bryan Mise, of Compass Investment Advisors, LLC, has affiliated his financial planning practice with Independent Advisor Alliance [IAA] in Charlotte, NC.
Mise is dedicated to providing his clients with an understanding of the three “P’s”; a step-by-step Process for analyzing their specific financial situation so they can have the right Perspective about where they are and understand the Purpose of every dollar to help them pursue their goals. He specializes in delivering financial planning and investment services to families, business executives, military and government personnel. The Compass Investment Advisors staff consists of Bryan Mise and his Client Services Manager, Chrys Rogge. Prior to affiliating with IAA and LPL, Mise was with Intervest International Equities Corp.
Mise states, “We are excited to have chosen to affiliate with IAA and feel that they provide a more personal connection to LPL’s large broker dealer network. Having IAA as a part of our team will allow us to provide our clients with access to more tools and resources to better serve their needs.”
Robert Russo, founder and CEO of Independent Advisor Alliance, states, “IAA 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.”
Russo continued to say, “We are excited to welcome a young advisor who is already so successful to our team and look forward to working together as we grow.”
About Independent Advisor Alliance:
Independent Advisor Alliance is a community hybrid RIA solution that fosters a dynamic, supportive environment for successful independent financial advisors. Located in Charlotte, NC, IAA is currently one of the largest hybrid RIA firms in the Carolinas and one of the fastest growing RIA firms associated with LPL Financial. Independent Advisor Alliance is powered by the resources of LPL Financial, the nation’s largest independent broker/dealer.* LPL is an enabling partner to more than 14,000 financial advisors and approximately 700 financial institutions. * As reported by Financial Planning magazine, June 1996-2015, based on total revenue.
About Bryan Mise:
Mise is a graduate of the Darla Moore School of Business at the University of South Carolina and has earned the CRPC designation [Chartered Retirement Planning Counselor]. He holds a Series 7 registration through LPL, Series 66 registration through Independent Advisor Alliance and is Life, Health & Accident insurance licensed. http://www.myinvestingadvisor.com Mise is an active member of his church, Chamber of Commerce, and several other associations and clubs. He is an instructor of Dave Ramsey’s Financial Peace University classes and is a Dave Ramsey Endorsed Local Provider for Investing and Long Term Care Insurance. Mise resides in Summerville, SC with his wife and daughter.
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 Compass Investment Advisors are separate entities from LPL Financial. Dave Ramsey and the Dave Ramsey Endorsed Local Provider program is not affiliated with or sponsored by LPL Financial.