TrueAdvisor
TrueAdvisor
JA
JA

Jean Alice Alden

Liberated Investor Advisors, LLC
17 Years of Experience
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Areas of Practice
Financial Planning & CoachingInvestment Management
Liberated Investor Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
49 clients
Average Client Portfolio
$239K average
Assets Under Management
$11.7M

Fee Structure

Location

Old Fort, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Liberated Investor Advisors, LLC
February 2008 - Present · 18 yrs
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.