Patricia Elizabeth Godfrey

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → Present
  Independent Advisor Alliance
  Cornelius, NC
• 09/2016 → Present
  Veritas Technologies Llc
  Palo Alto, CA

Other Businesses

07/2019 - Blackbridge Financial, LLC - DBA for IAA business - Cornelius, NC - 50% 09/2016 - Veritas Technologies, LLC - Non investment related, data information technology - Cornelius, NC - 50%, Sr. Manager Sales Operations

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-30