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
Jeffery Masters (CRD# 1354372) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Sumterville, FL and has over 34 years of experience in the finance industry.
Christ Mavrakos (CRD# 1793086) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Dunedin, FL and has over 29 years of experience in the finance industry.
Jordan Mavrakos (CRD# 6807665) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Dunedin, FL and has over 6 years of experience in the finance industry.
Taylor Mavrakos (CRD# 6532164) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Dunedin, FL and has over 8 years of experience in the finance industry.
William Mc Keithan (CRD# 2862075) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Southport, NC and has over 27 years of experience in the finance industry.
Erin McCarty (CRD# 6720733) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Tallahassee, FL and has over 6 years of experience in the finance industry.
Michael McGilvary (CRD# 5821140) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Clemmons, NC and has over 9 years of experience in the finance industry.
Patrick McGrory (CRD# 4153914) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Vineland, NJ and has over 23 years of experience in the finance industry.
Erin Mendez (CRD# 4683353) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Vineland, NJ and has over 18 years of experience in the finance industry.
Kevin Meyer (CRD# 5742557) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Temple, TX and has over 14 years of experience in the finance industry.