Ian Klinger (CRD# 6937460) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Vineland, NJ and has over 5 years of experience in the finance industry.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 4310343
Gladstone Wealth Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Advisor Alliance | Charlotte, NC | Jan 2022 - Current | 2 |
| Lpl Financial LLC | Vineland, NJ | Jan 2022 - Current | 2 |
| Ameriprise Financial Services, LLC | Vineland, NJ | Dec 2020 - Jan 2022 | 1 |
| Guardian Life Insurance Company | King Of Pruyssia, PA | Aug 2019 - Dec 2020 | 1 |
| Park Avenue Securities | King Of Prussia, PA | Aug 2019 - Dec 2020 | 1 |
| Park Avenue Securities, LLC | Wayne, PA | Aug 2018 - Aug 2019 | 1 |
| Guardian Life Insurance Company Of America | Wayne, PA | Apr 2018 - Aug 2019 | 1 |
| Pwc | Philadelphia, PA | Aug 2014 - Apr 2018 | 3 |
| St. Joseph's University | Philadelphia, PA | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- NJ
- PA
- TX
-
Total Assets Under Management12,827MILLIONS
-
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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