Patrick William Mcgrory
Investment adviser representative at Independent Advisor Alliance, LLC
21 yearsExperience
11 statesRegistered in
CFP® certificationDesignation
$17.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Independent Advisor Alliance, LLCJan 2022 to now
- LPL Financial LLCJan 2022 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 11 states (AZ, CA, DE, FL, MD, NC, NJ, NY, PA, SC, TX).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4153914
- Firm CRD
- 168267