Terrence Colen
Terrence Colen is a registered investment advisor at Independent Advisor Alliance, LLC, based in Charlotte, NC, with 36 years of industry experience. Terrence 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
525 N. Tryon Street, 16th Floor and 17th Floor, Charlotte, NC, 28202
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2015Other Business ActivitiesSells Insurance
Terrence spends about half of his time with Blackbridge Financial and Independent Advisor Alliance as a registered investment advisor. He also dedicates minimal time as an advisor/agent for Financial Independence Group (FIG) & Sage Insurance Partners, selling non-variable insurance.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations17 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.