AR
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Anna Grace Reeves

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
34,127 clients
Average Client Portfolio
$412K average
Assets Under Management
$14.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

19 Halton Green way, Greenville, SC, 29607

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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

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
February 2025 - Present · 1 yr
LPL Financial LLCBroker
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Equitable Advisors, LLC
September 2024 - January 2025 · 4 mos
Equitable Advisors, LLCBroker
September 2024 - January 2025 · 4 mos
State Registrations1 state
SC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.