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CFP
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CFP

Christopher Demarest

Independent Advisor Alliance, LLC
22 Years of Experience
Raleigh, NC
Broker
View SEC Summary
View SEC Summary

Christopher Demarest is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Raleigh, NC, with 22 years of industry experience. Christopher 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.

Independent Advisor Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
303 advisors
Number of Clients
45,002 clients
Average Client Portfolio
$383K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Fees are negotiable and may vary based on account size, complexity, and services included.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1121 Situs Court, Suite 300, Raleigh, NC, 27606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher provides investment advisory services through Independent Advisor Alliance and Blackbridge Financial, spending nearly full-time on these activities. He also owns Locktown Holdings, LLC, a real estate rental business, dedicating minimal time to it.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
June 2017 - Present · 9 yrs 4 mos
LPL Financial LLCBroker
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, INC.
September 2004 - June 2017 · 12 yrs 9 mos
Ameriprise Financial Services, INC.Broker
September 2004 - June 2017 · 12 yrs 9 mos
Ids Life Insurance CompanyBroker
September 2004 - July 2006 · 1 yr 10 mos
State Registrations13 states
DEFLKSMDMOMTNCNJNYORPATXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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