Kyle Arcand
Kyle Arcand is a ChFC-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Chesapeake, VA, with 37 years of industry experience. Kyle 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
644 Independence Parkway, Suite 300, Chesapeake, VA, 23320
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2008Customer Dispute
November 2006Other Business ActivitiesSells Insurance
Kyle operates Blackbridge Financial as a DBA for his LPL business and provides investment advisory services through Independent Advisor Alliance. He also sells non-variable insurance products and owns a peach orchard and rental real estate.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations19 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.