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
Mona Khairi (CRD# 2166545) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Little Rock, AR and has over 32 years of experience in the finance industry.
Ian Klinger (CRD# 6937460) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Vineland, NJ and has over 5 years of experience in the finance industry.
Edward Knight (CRD# 272342) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Plantation, FL and has over 39 years of experience in the finance industry.
Sarah Kozlowski (CRD# 6304663) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Richfield, WI and has over 8 years of experience in the finance industry.
Brandon Lancaster (CRD# 5099257) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Canton, OH and has over 7 years of experience in the finance industry.
Jason Langdale (CRD# 5219926) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Columbia, SC and has over 17 years of experience in the finance industry.
Jeffrey Lansink (CRD# 4027838) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Mount Pleasant, SC and has over 24 years of experience in the finance industry.
Timothy Lawson (CRD# 2922499) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Winston Salem, NC and has over 26 years of experience in the finance industry.
Philip Lee (CRD# 4697146) 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.
Jeffrey Lehrer (CRD# 4491594) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Wauwatosa, WI and has over 14 years of experience in the finance industry.