Stephanie Vokral, financial advisor Irmo SC
96 score

Stephanie Vokral

CRD Number: 3092381
Current Firm: Independent Advisor Alliance, LLC

Stephanie Vokral (CRD# 3092381) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Irmo, SC and has over 18 years of experience in the finance industry. Stephanie Vokral has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Independent Advisor Alliance Charlotte, NC Mar 2014 - Current 2
Lpl Financial, LLC Irmo, SC Aug 2012 - Current 4
Gaines Financial Group Boca Raton, FL Aug 2012 - Mar 2014 1
Wells Fargo Advisors LLC Columbia, SC May 2009 - Aug 2012 3
Wachovia Securities, LLC Columbia, SC Mar 2008 - May 2009 1
Whm Capital Advisors, LLC Columbia, SC Feb 2006 - Mar 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Stephanie Y. Vokral
Phone Number: 888.430.1555
Registered State(s):
  • GA
  • NC
  • TX
  • SC
By the Numbers
  • Total Assets Under Management
    907
    MILLIONS
  • Total Number of Accounts
    5,094
    ACCOUNTS
  • Average Account Value
    $178,007
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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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