Gary Cltc
Gary Cltc is a registered investment advisor at Independent Advisor Alliance, LLC, based in Lexington, SC, with 23 years of industry experience. Gary 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
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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
111 B Library Hill Lane, Lexington, SC, 29072
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business ActivitiesSells Insurance
Gary is involved in several business activities, including Crescent Financial Group (DBA for LPL business), Independent Advisor Alliance (Registered Investment Advisor), Crescent Meadow Farm (real estate rental), and Heart Pine Resources LLC (insurance agency). He also sells non-variable insurance through AFLAC and Milner Financial, dedicating a portion of his time to these activities.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations11 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.