Advisor at Supreme Alliance LLC
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Firm
Supreme Alliance LLC
Location
Charlotte, NC 28277
Credentials
Series 63, Series 66
Industry experience
26 years
Brian Parker is a financial advisor at Supreme Alliance LLC in Charlotte, NC, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior roles include positions at Newbridge Financial Services Group, Newbridge Securities Corporation, and NEXT Financial Group. Supreme Alliance LLC provides investment advisory and consulting services to a diverse client base, including retail individuals, pension plans, corporations, and charitable organizations. The firm offers discretionary managed account programs, access to third-party advisors, financial and actuarial consulting, and insurance services, utilizing various analytic and portfolio techniques to tailor 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)
14804 Resolves Lane
Charlotte, NC 28277
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Supreme Alliance LLC
2021 - Present (5 years)
Newbridge Financial Services Group, Inc
2020 - 2021 (1 year)
Newbridge Securities Corporation
2020 - 2021 (1 year)
NEXT Financial Group, Inc
2010 - 2020 (10 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.
Series 65
Charlotte, NC
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CFP®
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As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.
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