Kevin Tyrrell
Kevin Tyrrell is a registered investment advisor at Independent Advisor Alliance, LLC, based in Houston, TX, with 37 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
1120 Nasa Parkway, Suite 210, Houston, TX, 77058
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2006Customer Dispute
October 2003Customer Dispute
May 2003Other Business Activities
Kevin operates Tyrrell and Associates Wealth Management, LLC as a DBA for his LPL business, dedicating about a quarter of his time. He also provides investment advisory services through Independent Advisor Alliance, spending about 60% of his time on this activity.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
NationssecuritiesBroker
Painewebber IncorporatedBroker
Cullum & Sandow Securities, INC.Broker
First Investors CorporationBroker
Southmark Financial Services, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.