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).

By the Numbers
  • Total Assets Under Management
    12,827
    MILLION
  • Total Number of Accounts
    52,309
    ACCOUNTS
  • Average Account Value
    $245,214
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
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 248 top financial advisors.
1
William L. Addison
CRD#: 6152328
1213 Lady Street, Suite 200, Columbia, SC 29201

William Addison (CRD# 6152328) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Columbia, SC and has over 11 years of experience in the finance industry.

2
Gregory E. Alft
CRD#: 6158251
W 248 N 5233 Executive Drive, Suite 500, Sussex, WI 53089

Gregory Alft (CRD# 6158251) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Sussex, WI and has over 10 years of experience in the finance industry.

3
Kyle R. Arcand
CRD#: 1854737
644 Independence Parkway, Suite 300, Chesapeake, VA 23320

Kyle Arcand (CRD# 1854737) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Chesapeake, VA and has over 35 years of experience in the finance industry.

4
William W. Armfield
CRD#: 5494240
1501 North Main Street, Suite 101, High Point, NC 27262

William Armfield (CRD# 5494240) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in High Point, NC and has over 15 years of experience in the finance industry.

5
Teresa L. Arrigo
CRD#: 6237159
700 Front Street, Ste 104, Conway, AR 72032

Teresa Arrigo (CRD# 6237159) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Conway, AR and has over 8 years of experience in the finance industry.

6
Brian C. Atwood
CRD#: 6270148
110 East Broadway Street, Suite B, 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 8 years of experience in the finance industry.

7
Stephen D. Austin
CRD#: 6381033
2330 Mahan Drive, Tallahassee, FL 32308

Stephen Austin (CRD# 6381033) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Tallahassee, FL and has over 8 years of experience in the finance industry.

8
Jason R. Backus
CRD#: 6415371
108 Corporate Drive, Carrollton, GA 30117

Jason Backus (CRD# 6415371) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Carrollton, GA and has over 8 years of experience in the finance industry.

9
John R. Bailey
CRD#: 2872187
7480 Honeysuckle, Temple, TX 76502

John Bailey (CRD# 2872187) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Temple, TX and has over 26 years of experience in the finance industry.

10
Thomas W. Bass
CRD#: 4093884
2404 Electric Road, Suite B, Roanoke, VA 24018

Thomas Bass (CRD# 4093884) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Roanoke, VA and has over 24 years of experience in the finance industry.

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