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Kevin Fredrick Tyrrell

Independent Advisor Alliance, LLC

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About Kevin Fredrick Tyrrell

Kevin Fredrick Tyrrell is a registered investment advisor representative with Independent Advisor Alliance, LLC. Kevin has been in the securities industry since January 30, 1989. Kevin has also been registered as an Investment Advisor Representative with LPL Financial LLC, Independent Financial Partners, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., NationsSecurities, PaineWebber Incorporated, Cullum & Sandow Securities, Inc., First Investors Corporation and Southmark Financial Services, Inc.

Firm Information

Kevin Tyrrell 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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Kevin Tyrrell’s Registration & Firm History

TX

12/14/2018 - Present

Independent Advisor Alliance, LLC (Houston TX)

TX

10/23/2009 - 03/01/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

TX

01/01/1998 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)

NA

09/17/1993 - 01/01/1998

NATIONSSECURITIES

NJ

04/03/1993 - 09/11/1993

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

TX

07/28/1989 - 06/08/1993

CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)

NA

02/12/1988 - 06/21/1988

FIRST INVESTORS CORPORATION

NA

11/25/1987 - 01/15/1988

SOUTHMARK FINANCIAL SERVICES, INC.

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Licenses & Designations

IA

Issued 10/10/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Kevin Fredrick Tyrrell. Review regulatory record here.
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