Independent Advisor Alliance, LLC

Independent Advisor Alliance, LLC (CRD# 168267) is a financial advisory firm headquartered in Charlotte, NC. They manage $906,769,000 in 5,094 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    907
    MILLION
  • Total Number of Accounts
    5,094
    ACCOUNTS
  • Average Account Value
    $178,007
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Independent Advisor Alliance, LLC
Showing 1 - 10 of 62 top financial advisors.
1
John A. Black
CRD#: 4630908
305 Oakland Avenue, Rock Hill, SC 29730
96
Wealthminder
score

John Black (CRD# 4630908) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Rock Hill, SC and has over 13 years of experience in the finance industry.

2
Reggie L. Boan
CRD#: 4349170
7911 Broad River Rd, Ste 200, Irmo, SC 29063
96
Wealthminder
score

Reggie Boan (CRD# 4349170) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Irmo, SC and has over 15 years of experience in the finance industry. Reggie Boan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David G. Curry
CRD#: 4678823
4777 Sharon Road, Suite 540, Charlotte, NC 28210
96
Wealthminder
score

David Curry (CRD# 4678823) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 13 years of experience in the finance industry. David Curry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Dolf Dunn
CRD#: 2928004
11330 Vanstory Drive, Suite 101, Huntersville, NC 28078
96
Wealthminder
score

Dolf Dunn (CRD# 2928004) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Huntersville, NC and has over 19 years of experience in the finance industry. Dolf Dunn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Craig B. Faile
CRD#: 2842637
3440 Toringdon Way, Ste. 205, Charlotte, NC 28277
96
Wealthminder
score

Craig Faile (CRD# 2842637) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 19 years of experience in the finance industry. Craig Faile has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Matthew G. Jelnicky
CRD#: 3238821
5970 Fairview Road, #124, Charlotte, NC 28210
96
Wealthminder
score

Matthew Jelnicky (CRD# 3238821) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 16 years of experience in the finance industry. Matthew Jelnicky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jeffrey M. Lansink
CRD#: 4027838
2116 Breezy Point Drive, Mount Pleasant, SC 29466
96
Wealthminder
score

Jeffrey Lansink (CRD# 4027838) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Mount Pleasant, SC and has over 17 years of experience in the finance industry. Jeffrey Lansink has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Philip A. Lee
CRD#: 4697146
10715 Sikes Place, Suite 100, Charlotte, NC 28277
96
Wealthminder
score

Philip Lee (CRD# 4697146) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 12 years of experience in the finance industry. Philip Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Nadine M. Lord
CRD#: 1102291
30021 Tomas, Suite 300, Rancho Santa Margarita, CA 92688
96
Wealthminder
score

Nadine Lord (CRD# 1102291) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Rancho Santa Margarita, CA and has over 26 years of experience in the finance industry. Nadine Lord has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
William B. Mc Keithan
CRD#: 2862075
1424 N Howe Street, Southport, NC 28461
96
Wealthminder
score

William Mc Keithan (CRD# 2862075) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Southport, NC and has over 19 years of experience in the finance industry. William Mc Keithan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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