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Christopher Kirk Prevette

Independent Advisor Alliance, LLC

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About Christopher Kirk Prevette

Christopher Prevette is a financial advisor with Independent Advisor Alliance, LLC. Christopher has over 30 years of experience in the financial services industry. Christopher specializes in providing financial planning, portfolio management and pension consulting services. Christopher is a Chartered Financial Analyst (CFA).

Firm Information

Christopher Prevette 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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Christopher Prevette’s Registration & Firm History

NC

09/17/2021 - Present

Independent Advisor Alliance, LLC (Charlotte NC)

VA

07/15/1994 - 03/29/1996

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

NY

08/27/1990 - 07/18/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/19/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/1991

Series 3 - National Commodity Futures Examination

BC

Issued 08/23/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Kirk Prevette.
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