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VerifiedFinancial Services· Founded 2012

Investra

The world of finance can be complicated. That’s why we leverage our expertise and training for a client-centric wealth management. We focus on you and the unique set of financial circumstances you and your family face. Getting to know you and understand your personal needs allows us to create a customized wealth strategy aligned with your short- and long – term objectives. By building a lasting, personal relationship with you, we’re able to help you anticipate needs and plan for the future. Important Disclosures: Securities offered through LPL Financial, Member FINRA/SIPC. InVestra Financial Services is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

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HeadquartersJacksonville, United StatesEmployees14(1 to 10)Founded year2012Websiteinvestra.comLinkedIn profileLinkedIn

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Top roles at Investra

6 distinct titles indexed · top 6 shown.

  • 1account executive
  • 1certified financial paraplanner
  • 1client services associate
  • 1paraplanner
  • 1private wealth advisor
  • 1wealth advisor

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