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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kourtney? Claim Your ProfileKourtney Shawhan is a financial advisor at Independent Advisor Alliance, LLC, a firm with offices in Charlotte, NC. Kourtney is registered with the state of Indiana as both a Broker-Dealer and Investment Advisor. Kourtney has been in the financial industry since 2009. She has a variety of licenses and designations including Series 63, Series 65, Series 7, Series 24 and Series 51. Kourtney specializes in financial planning, portfolio management and pension consulting. She also provides education seminars to clients. Independent Advisor Alliance, LLC is a registered investment advisor that specializes in providing financial planning and investment management services to individuals, families, and businesses. The firm has a strong focus on providing personalized service to clients, tailoring their services to meet each client’s unique needs and goals. They have offices in Charlotte, North Carolina and Kokomo, Indiana.
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
IN
05/31/2024 - Present
Independent Advisor Alliance, LLC (Kokomo IN)
IN
03/06/2009 - 04/18/2023
CFD INVESTMENTS, INC. (KOKOMO IN)
IA
Issued 05/31/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/05/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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