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Robert Bruce Eberst

Independent Advisor Alliance, LLC

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About Robert Bruce Eberst

Robert Bruce Eberst is an Investment Advisor Representative at Independent Advisor Alliance, LLC. He is also a Registered Representative with FINRA and is registered with the Securities and Exchange Commission. Mr. Eberst has been in the securities industry since 1996. Prior to joining Independent Advisor Alliance, LLC, he was employed by LPL Financial, LLC, where he was also an Investment Advisor Representative. Mr. Eberst is a member of the Jimmy Johnsons National Billfish Championship board. His other business activities include owning a marketing company for telecommunications business applications, providing life insurance through Financial Strategies Group, LLP, and placing life insurance through CAPITAS FINANCIAL.

Firm Information

Robert Eberst 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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Robert Eberst’s Registration & Firm History

FL

10/13/2014 - Present

Independent Advisor Alliance, LLC (BOCA RATON FL)

FL

03/31/2008 - 09/08/2009

MUTUAL SERVICE CORPORATION (DELRAY BEACH FL)

FL

05/16/2003 - 04/02/2008

WACHOVIA SECURITIES, LLC (BOCA RATON FL)

MO

12/08/1998 - 05/05/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

GA

10/20/1998 - 12/02/1998

CI INVESTMENTS, INC. (LILBURN GA)

MO

05/14/1998 - 07/20/1998

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

FL

04/29/1996 - 06/04/1998

SLAVIC INVESTMENT CORPORATION (BOCA RATON FL)

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Licenses & Designations

BC

Issued 01/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 10/06/1998

Series 7 - General Securities Representative Examination

BC

Issued 04/26/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Robert Bruce Eberst. Review regulatory record here.
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