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Jane Reichard

Independent Advisor Alliance, LLC

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About Jane Reichard

Jane Reichard is an active investment advisor representative with over 2 years of experience in the financial services industry. She is currently registered with Independent Advisor Alliance, LLC, and previously worked at Merrill Lynch and UBS Financial Services Inc. Jane holds the Series 66, Series 7, and SIE licenses, and she is a Certified Financial Planner. She specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Jane's firm manages over $12 billion in assets for over 50,000 clients, offering a variety of investment advisory services.

Firm Information

Jane Reichard 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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Jane Reichard’s Registration & Firm History

VA

01/30/2024 - Present

Independent Advisor Alliance, LLC (Reston VA)

NC

09/15/2021 - 01/09/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

01/07/2021 - 09/07/2021

UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 02/17/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jane Reichard.
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