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Inverness Holdings LLC owns and operates four subsidiary companies: Inverness Advisors LLC; Inverness Investment Group LLC, a registered investment advisor firm; Inverness Life Services LLC, a licensed insurance agency; and Inverness Securities LLC, a registered broker-dealer.
Inverness Advisors LLC is a company that was formerly named Independent Advisors, Inc. Individuals associated with this firm conduct their securities business through First Allied Securities Inc. (FASI), registered broker/dealer, Member FINRA/SiPC. Inverness Investment Group, LLC is a Registered Investment Adviser that offers Investment Advisory services separate from those offered through First Allied Securities, Inc. Individuals licensed with this firm may conduct securities business through Inverness Securities an affiliated registered broker/dealer Member FINRA/SiPC. Inverness Holdings, LLC and all of the Inverness entities listed above and its other subsidiaries are not affiliated with First Allied Securities Inc. in any way and are not under common ownership, management or control. Registered representatives may only offer securities through one broker/dealer-either First Allied or Inverness Securities. John Bartels, Scott Searles, Matthew Gordillo, Thomas Kennedy and Patricia Heraghty are registered representatives of First Allied and Inverness Investment Group’s Registered Investment Advisor. Richard Renner, Robert Renner, Paul McCormack and Chris Catanese are registered representatives of Inverness Securities, LLC and offer investment advisory services through Inverness Investment Group, LLC. Jeffrey van Fossen, Howard Essner and Molly Balunek offer advisory services through Inverness Investment Group, LLC.
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