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Terrence C
Series 63, Series 66
Charlotte, NC
Independent Advisor Alliance, LLC
Terrence Colen is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at LPL Financial since 2015 and previously spent 10 years with CUNA Brokerage Services, Inc. Outside of his advisory roles, he is involved as an advisor and agent with Financial Independence Group and Sage Insurance Partners. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and uses a range of portfolio management strategies supported by advanced technology platforms.
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