Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin McCarty is a financial advisor at Independent Advisor Alliance, LLC. Erin has been in the financial services industry since 2017 and holds Series 7, 66, and SIE licenses. Erin works with a wide range of clients, including individuals, families, businesses, and non-profits. Erin is committed to providing her clients with personalized financial advice and guidance. She is passionate about helping people achieve their financial goals. Erin is also active in the community and serves on the board of directors of several non-profit organizations.
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
FL
01/03/2025 - Present
Independent Advisor Alliance, LLC (Tallahassee FL)
FL
08/23/2019 - 04/15/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (TALLAHASSEE FL)
FL
12/15/2017 - 08/29/2019
MORGAN STANLEY (TALLAHASSEE FL)
FL
09/26/2017 - 12/13/2017
LPL FINANCIAL LLC (TALLAHASSEE FL)
BOTH
Issued 02/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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