Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McGrory is a financial advisor at Independent Advisor Alliance, LLC, a registered investment advisor firm based in Charlotte, North Carolina. Patrick has over 20 years of experience in the financial services industry. He specializes in providing comprehensive financial planning services, including retirement planning, investment management, and insurance planning. Patrick is committed to helping individuals and families achieve their financial goals. Patrick is also a Certified Financial Planner (CFP®) and a Registered Representative with LPL Financial. Patrick is registered with the Securities and Exchange Commission (SEC) and holds a Series 66 license.
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
NJ
01/06/2022 - Present
Independent Advisor Alliance, LLC (Vineland NJ)
NJ
06/26/2000 - 01/11/2022
AMERIPRISE FINANCIAL SERVICES, LLC (VINELAND NJ)
MN
06/26/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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