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Anna Grace Reeves

Independent Advisor Alliance, LLC

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About Anna Grace Reeves

Anna Grace Reeves is a registered representative associated with Independent Advisor Alliance, LLC, a firm based in Charlotte, NC. Anna has been in the industry since 2024 and currently holds a Series 66 license. Anna is registered with the state of South Carolina. Independent Advisor Alliance, LLC manages over $12 billion in assets for more than 50,000 clients. The firm offers a wide range of services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Anna is a member of the Independent Advisor Alliance, LLC team, and she is committed to providing her clients with the highest level of service and expertise.

Firm Information

Anna Reeves is currently registered with Independent Advisor Alliance, LLC. Independent Advisor Alliance, LLC is a registered investment advisor based in Charlotte, NC. The firm manages approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Independent Advisor Alliance provides financial planning, portfolio management, and pension consulting services.
Independent Advisor Alliance, LLC

11215 N. COMMUNITY HOUSE RD.

CHARLOTTE, NC 28277

$12.83B

Assets Under Management

68

Total Clients

242

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anna Reeves’s Registration & Firm History

SC

02/03/2025 - Present

Independent Advisor Alliance, LLC (Greenville SC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anna Grace Reeves.
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