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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Lipson is a financial advisor with Independent Advisor Alliance, LLC, located in Raleigh, NC. Andrew has been in the industry since 1997 and holds a Series 63, 65, 7, and SIE licenses. Andrew is a Certified Financial Planner and has a history of working with clients ranging from high-net-worth individuals to charitable organizations and pension plans. Independent Advisor Alliance, LLC is a registered investment advisor (RIA) firm specializing in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Andrew can help you with your investment needs and help you reach your financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
06/14/2017 - Present
Independent Advisor Alliance, LLC (Raleigh NC)
NC
01/30/1997 - 06/15/2017
AMERIPRISE FINANCIAL SERVICES, INC. (RALEIGH NC)
MN
01/30/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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