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Cory Justin Wright

Independent Advisor Alliance, LLC

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About Cory Justin Wright

Cory Justin Wright is a registered investment advisor representative with Independent Advisor Alliance, LLC, located in Montgomery, Alabama. Cory has been in the financial industry since 2023. Cory holds the Series 63, 65, 7TO, and SIE licenses. Cory is an active member of the Alabama Securities Commission and is currently registered to provide investment advice in Alabama. Cory is a specialist in providing financial advice to individuals, businesses, charitable organizations, pension and profit-sharing plans, and investment companies.

Firm Information

Cory Wright 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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Cory Wright’s Registration & Firm History

AL

07/08/2024 - Present

Independent Advisor Alliance, LLC (Montgomery AL)

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Licenses & Designations

BC

Issued 07/03/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/11/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cory Justin Wright.
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