Advisor at Independent Advisor Alliance, llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Independent Advisor Alliance, llc
Location
Carrollton, GA 30117
Credentials
Series 66
Industry experience
5 years
Kimberly Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. She has been affiliated with LPL Financial, LLC since 2016 and provides administrative support to Independent Advisor Alliance. Outside of her advisory role, she is a commissioned notary. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms to manage client allocations.
Based on Independent Advisor Alliance, llc
Based on Independent Advisor Alliance, llc
Flat fee for financial planning typically ranges from $0 to $15,000 (negotiable); Wealth coaching fixed fees quarterly $250 to $10,000 (negotiable)
up to 2.00% annually (maximum, negotiable)
Hourly financial planning/consulting fees up to $500 per hour (negotiable)
Fee-only: Financial planning fees negotiated, hourly up to $500/hour, flat fee typically $0 to $15,000, wealth coaching quarterly fixed fees $250 to $10,000 (negotiable)
108 Corporate Drive
Carrollton, GA 30117
Georgia
LPL Financial, LLC
2016 - Present (10 years)
Independent Advisor Alliance (DBA: Norton Financial, Inc.)
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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.
CFA®
Carrollton, GA
Plunkett & Associates, Inc.
Series 63, Series 65
Carrollton, GA
Advisor Share Wealth Management, LLC
CFP®, Series 63
Carrollton, GA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
CFP®, Series 63, Series 65
Carrollton, GA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 66
Carrollton, GA
Independent Advisor Alliance, llc
Series 66
Carrollton, GA
Independent Advisor Alliance, llc
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