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
Tanner Leister (CRD# 6668346) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Menomonee Falls, WI and has over 7 years of experience in the finance industry.
Alexander Lewis (CRD# 6695629) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Irmo, SC and has over 7 years of experience in the finance industry.
Andrew Lipson (CRD# 2813652) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Raleigh, NC and has over 27 years of experience in the finance industry.
Nadine Lord (CRD# 1102291) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Mission Viejo, CA and has over 33 years of experience in the finance industry.
Christopher Lowe (CRD# 4164654) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in San Diego, CA and has over 23 years of experience in the finance industry.
John Lyon (CRD# 1630710) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Columbia, SC and has over 32 years of experience in the finance industry.
Darrin Markey (CRD# 1810381) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Gainesville, FL and has over 36 years of experience in the finance industry.
Shaun Marline (CRD# 4645930) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Duluth, MN and has over 20 years of experience in the finance industry.
Jonathan Marzano (CRD# 4264804) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Clemmons, NC and has over 23 years of experience in the finance industry.
Ryan Mason (CRD# 4941756) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Longmont, CO and has over 18 years of experience in the finance industry.