Christopher Zaccarelli (CRD# 4949009) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Cornelius, NC and has over 18 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Advisor Alliance | Cornelius, NC | Nov 2017 - Current | 6 |
| Lpl Financial, LLC | Cornelius, NC | May 2015 - Current | 8 |
| Cornerstone Financial Partners | Huntersville, NC | May 2015 - Nov 2017 | 2 |
| Goldman, Sachs & Company | New York, NY | Apr 2005 - May 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- AK
- AZ
- CA
- CO
- FL
- GA
- MN
- NY
- NC
- OH
- PA
- SC
- TX
- WA
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Total Assets Under Management12,827MILLIONS
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Total Number of Accounts52,309ACCOUNTS
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Average Account Value$245,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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