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Jefferson Linwood Pitt

INDEPENDENT ADVISOR ALLIANCE, LLC·CHARLOTTE, North Carolina
Unclaimed Profile
11215 N. COMMUNITY HOUSE RD., CHARLOTTE, NC 28277CRD# 5164908Firm CRD# 168267
01

About

Jefferson Linwood Pitt is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with INDEPENDENT ADVISOR ALLIANCE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
INDEPENDENT ADVISOR ALLIANCE, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
AUM
$12.8B
Regulatory assets under management
Employees
230
Total firm employees
View all advisors at INDEPENDENT ADVISOR ALLIANCE, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5164908
Firm CRD# 168267
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jefferson Linwood Pitt offer?
Jefferson Linwood Pitt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Jefferson Linwood Pitt's credentials?
Jefferson Linwood Pitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jefferson Linwood Pitt located?
Jefferson Linwood Pitt is based in CHARLOTTE, North Carolina, working with INDEPENDENT ADVISOR ALLIANCE, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Jefferson Linwood Pitt charge for services?
Jefferson Linwood Pitt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEPENDENT ADVISOR ALLIANCE, LLC?
INDEPENDENT ADVISOR ALLIANCE, LLC has approximately 230 employees and manages $12.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INDEPENDENT ADVISOR ALLIANCE, LLC

Christopher William Zaccarelli
CHARLOTTE, NC
Steven E Gensler
CHARLOTTE, NC
David E Buzo
CHARLOTTE, NC
Jessica Nadine Sexton
CHARLOTTE, NC
Jonathan David Reidenouer
CHARLOTTE, NC
Kenneth William Hall
CHARLOTTE, NC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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