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Patricia Elizabeth Godfrey

Independent Advisor Alliance, LLC

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About Patricia Elizabeth Godfrey

Patricia Elizabeth Godfrey is an investment advisor representative at Independent Advisor Alliance, LLC. She is registered with the state of North Carolina. Patricia has been in the industry since 2019 and holds a Series 65 license. Patricia is currently associated with Independent Advisor Alliance, LLC. Prior to joining the firm, Patricia held positions with Veritas Technologies LLC and Encore Health Resources. Patricia is a registered investment advisor and has experience working with various client types, including individuals, corporations, and charitable organizations.

Firm Information

Patricia Godfrey 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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Patricia Godfrey’s Registration & Firm History

NC

08/09/2019 - Present

Independent Advisor Alliance, LLC (CORNELIUS NC)

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Licenses & Designations

IA

Issued 05/30/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patricia Elizabeth Godfrey.
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