Kary Brownlee, financial advisor Kennesaw GA

Kary Brownlee

CRD Number: 4540792
Current Firm: Independent Advisor Alliance, LLC
Compensation Model: Both
Kary Brownlee (CRD# 4540792) is an Investment Advisor Representative working at Independent Financial Partners in Kennesaw, GA and has over 14 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Independent Advisor Alliance, LLC Kennesaw, GA Jan 2019 - Current 5
Lpl Financial LLC Kennesaw, GA Jun 2012 - Current 11
Independent Financial Partners Kennesaw, GA Jun 2012 - Jan 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Kary N. Brownlee
Phone Number: 888.430.1555
Registered State(s):
  • AL
  • FL
  • GA
  • LA
  • OH
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    12,827
    MILLIONS
  • Total Number of Accounts
    52,309
    ACCOUNTS
  • Average Account Value
    $245,214
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Investment advice offered through Freedom Wealth Partners, a registered investment advisor and separate entity from LPL Financial.  Securities offered through LPL Financial, Member FINRA/SIPC

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Verified Page
Data verified by both the advisor and the public regulatory data.

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