Independent Advisor Alliance, LLC

Independent Advisor Alliance, LLC (CRD# 168267) is a financial advisory firm headquartered in Charlotte, NC. They manage $4,731,036,610 in 24,157 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,731
    MILLION
  • Total Number of Accounts
    24,157
    ACCOUNTS
  • Average Account Value
    $195,845
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, 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

Financial Advisors at Independent Advisor Alliance, LLC
Showing 1 - 10 of 175 top financial advisors.
1
William L. Addison
CRD#: 6152328
Columbia, SC 29201

William Addison (CRD# 6152328) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Columbia, SC and has over 6 years of experience in the finance industry.

2
Kyle R. Arcand
CRD#: 1854737
Chesapeake, VA 23320

Kyle Arcand (CRD# 1854737) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Chesapeake, VA and has over 31 years of experience in the finance industry.

3
Brian C. Atwood
CRD#: 6270148
Mount Pleasant, MI 48858

Brian Atwood (CRD# 6270148) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Mount Pleasant, MI and has over 4 years of experience in the finance industry.

4
Robert D. Audet
CRD#: 2150081
Fort Lauderdale, FL 33308

Robert Audet (CRD# 2150081) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Fort Lauderdale, FL and has over 23 years of experience in the finance industry. Robert Audet 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
Jason R. Backus
CRD#: 6415371
Carrollton, GA 30117

Jason Backus (CRD# 6415371) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Carrollton, GA and has over 4 years of experience in the finance industry.

6
John R. Bailey
CRD#: 2872187
Temple, TX 76502

John Bailey (CRD# 2872187) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Temple, TX and has over 22 years of experience in the finance industry. John Bailey 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
Travis S. Barnes
CRD#: 2158191
Tallahassee, FL 32301

Travis Barnes (CRD# 2158191) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Tallahassee, FL and has over 28 years of experience in the finance industry.

8
Iliff R. Bedford
CRD#: 1268187
Kingsport, TN 37660

Iliff Bedford (CRD# 1268187) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Kingsport, TN and has over 35 years of experience in the finance industry.

9
Jonathan P. Bednar
CRD#: 2112039
Knoxville, TN 37922

Jonathan Bednar (CRD# 2112039) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Knoxville, TN and has over 29 years of experience in the finance industry.

10
Jonathan P. Bednar
CRD#: 5692419
Knoxville, TN 37922

Jonathan Bednar (CRD# 5692419) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Knoxville, TN and has over 9 years of experience in the finance industry.

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