Erin McCarty (CRD# 6720733) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Tallahassee, FL and has over 6 years of experience in the finance industry.
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5391298
Calton & Associates, Inc.
CRD# 6381033
Independent Advisor Alliance, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Tallahassee, FL | Apr 2021 - Current | 3 |
| Independent Advisor Alliance | Tallahassee, FL | Apr 2021 - Current | 3 |
| Stifel Nicolaus & Co Inc. | Talahassee, FL | Aug 2019 - Apr 2021 | 1 |
| Morgan Stanley Smith Barney LLC | Tallahassee, FL | Dec 2017 - Aug 2019 | 1 |
| Independent Financial Partners | Tallahassee, FL | Sep 2017 - Dec 2017 | < 1 |
| Lpl Financial, LLC | Tallahassee, FL | Oct 2016 - Dec 2017 | 1 |
| Florida State University | Tallahassee, FL | Aug 2014 - Aug 2017 | 3 |
| Barnes Capital Group | Tallahassee, FL | Apr 2016 - Oct 2016 | < 1 |
| Sunshine Savings Bank | Tallahassee, FL | Aug 2015 - Apr 2016 | < 1 |
| Palm Harbor Middle School And Palm Harbor High School | Palm Harbor, FL | Aug 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- FL
- GA
-
Total Assets Under Management12,827MILLIONS
-
Total Number of Accounts52,309ACCOUNTS
-
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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