John Godfrey, financial advisor Cornelius NC

John Godfrey

CRD Number: 4936625
Current Firm: Independent Advisor Alliance, LLC

John Godfrey (CRD# 4936625) 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.

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Company Name Location Dates Years
Independent Advisor Alliance Cornelius, NC Dec 2017 - Current 6
Lpl Financial, LLC Cornelius, NC Dec 2017 - Current 6
Cornerstone Wealth Huntersville, NC Apr 2016 - Dec 2017 1
Lpl Financial, LLC Huntersville, NC Mar 2016 - Nov 2017 1
Wells Fargo Advisors LLC Charlotte, NC May 2009 - Mar 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S65 NASAA Investment Advisors Law Examination Jul 2007
Contact Info for John A. Godfrey
Phone Number: 888.430.1555
Registered State(s):
  • LA
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    12,827
    MILLIONS
  • Total Number of Accounts
    52,309
    ACCOUNTS
  • Average Account Value
    $245,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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