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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Augustus Godfrey is an investment advisor representative with Independent Advisor Alliance, LLC. John has been in the industry since June 7, 2005. John holds Series 6, 7, 63, and 65 licenses. John previously worked at Wells Fargo Advisors, LLC and LPL FINANCIAL LLC. John provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. John’s current firm, Independent Advisor Alliance, LLC, manages over $12 Billion in assets.
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
11/29/2017 - Present
Independent Advisor Alliance, LLC (Cornelius NC)
NC
03/30/2016 - 11/08/2017
LPL FINANCIAL LLC (HUNTERSVILLE NC)
NC
06/08/2005 - 04/05/2016
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
IA
Issued 07/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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