Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC (CRD# 168267) is a financial advisory firm headquartered in Charlotte, NC. They manage $12,826,908,245 in 52,309 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management12,827MILLION
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Total Number of Accounts52,309ACCOUNTS
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Average Account Value$245,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Nicole Dawes (CRD# 4041051) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Grand Rapids, MI and has over 23 years of experience in the finance industry.
John Dean (CRD# 5035084) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Kokomo, IN and has over 15 years of experience in the finance industry.
David Deckert (CRD# 5018779) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Leawood, KS and has over 17 years of experience in the finance industry.
Gary Deese, Cltc (CRD# 4165033) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Lexington, SC and has over 21 years of experience in the finance industry.
Michael Delaney (CRD# 4899259) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Sussex, WI and has over 19 years of experience in the finance industry.
Geoffrey Deller (CRD# 5753087) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Boca Raton, FL and has over 14 years of experience in the finance industry.
Christopher Demarest (CRD# 4802479) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Raleigh, NC and has over 19 years of experience in the finance industry.
Timothy Dill (CRD# 4070052) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Jackson, TN and has over 24 years of experience in the finance industry.
Charles Dixon (CRD# 1413773) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Matthews, NC and has over 30 years of experience in the finance industry.
Robert Dolnik (CRD# 4188034) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Menomonee Falls, WI and has over 24 years of experience in the finance industry.