Gary Rosenstone
Gary Rosenstone is a registered investment advisor at Independent Advisor Alliance, LLC, based in Jacksonville, FL, with 22 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 45,002 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable and may vary based on account size, complexity, and services included.
Fee Estimator
Location
301 West Bay Street, Suite 1453, Jacksonville, FL, 32202
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2017Other Business Activities
Gary operates his LPL business under the DBA Genesis Financial Partners since 2009. He also provides investment advisory services through Independent Advisor Alliance, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial Corporation
Independent Financial Partners
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Edward JonesBroker
State Registrations13 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.
Exams
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