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
Matthew Mikolajewski (CRD# 2739172) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in College Grove, TN and has over 27 years of experience in the finance industry.
Nicholas Miles (CRD# 6483938) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Matthews, NC and has over 8 years of experience in the finance industry.
Ryan Miller (CRD# 2905870) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Canton, OH and has over 26 years of experience in the finance industry.
Michael Moffa (CRD# 4922901) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Tampa, FL and has over 18 years of experience in the finance industry.
Thomas Moore (CRD# 4699714) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.
Timothy Moore (CRD# 4533670) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in North, PA and has over 21 years of experience in the finance industry.
Joel Newburn (CRD# 6042606) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Hot Springs National Park, AR and has over 12 years of experience in the finance industry.
Leigh Nickel (CRD# 1396732) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Davie, FL and has over 33 years of experience in the finance industry.
Nicholas Nielsen (CRD# 5155596) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.
Jason Norton (CRD# 4776196) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Carrollton, GA and has over 19 years of experience in the finance industry.