Advisor at Supreme Alliance LLC
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Firm
Supreme Alliance LLC
Location
Georgetown, TX
Credentials
Series 63
Industry experience
43 years
Barry Tripp is a financial advisor at Supreme Alliance LLC with 43 years of industry experience. He holds a Series 63 designation and has worked at Supreme Alliance since 2017, following six years at NEXT Financial Group, Inc., and over four decades as a self-employed advisor. In addition to his advisory work, he serves as Executive National Vice President for Freedom Equity Group, an independent marketing organization for life and annuity insurance products, where he is involved in recruiting and training new agents. Supreme Alliance LLC provides investment advisory and consulting services to a diverse client base including retail individuals, pension and profit-sharing plans, corporations, charitable organizations, and public entities. The firm offers discretionary managed account programs, third-party advisor referrals, financial and actuarial consulting, and employs a range of analytic methods and portfolio techniques to customize client strategies.
Based on Supreme Alliance LLC
Based on Supreme Alliance LLC
Flat fees range from $500 to $5,000 per plan
Insurance commissions separate from advisory fees; fees shared from third-party investment advisor referral fees
Hourly fees may not exceed $500 per hour
Account minimum: $25,000 Fee-only: Hourly fees up to $500 per hour; Fixed/Flat fees $500 to $5,000 per plan; Consulting fees up to 3% of assets under management (negotiable)
Georgetown, TX
Texas
Supreme Alliance LLC
2017 - Present (9 years)
NEXT Financial Group, Inc
2011 - 2017 (6 years)
Barry A. Tripp (Self-Employed)
1984 - Present (42 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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