Anna Reeves is a registered investment advisor at Independent Advisor Alliance, LLC, based in Greenville, SC, with 1 years of industry experience. Anna 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
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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
19 Halton Green way, Greenville, SC, 29607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anna operates under the DBAs Harwood Wealth Management for both her LPL and RIA businesses, dedicating full-time hours to each. She also provides administrative support to Independent Advisor Alliance, LLC, an independent investment advisor firm, dedicating minimal time during trading hours.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
Previous Registrations
LPL Financial LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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.