Unclaimed
George Henry Irby is a financial advisor with over 10 years of experience in the industry. George has held various roles at firms such as Wells Fargo Advisors, LLC and National Securities Corporation. George is currently registered as a Registered Representative and Investment Advisor Representative with Independent Advisor Alliance, LLC. George is dedicated to providing clients with personalized financial advice and guidance. George specializes in helping individuals and families achieve their 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
06/02/2016 - Present
Independent Advisor Alliance, LLC (Matthews NC)
NJ
12/11/2012 - 06/03/2014
WELLS FARGO ADVISORS, LLC (SHORT HILLS NJ)
NY
01/01/2012 - 08/13/2012
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 02/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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