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).
-
Total Assets Under Management12,827MILLION
-
Total Number of Accounts52,309ACCOUNTS
-
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
Alejandro Ochoa (CRD# 4680212) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Santa Barbara, CA and has over 20 years of experience in the finance industry.
Anna Olive (CRD# 4716941) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Alexander, AR and has over 19 years of experience in the finance industry.
John Osterberg (CRD# 2446801) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 30 years of experience in the finance industry.
Chad Pannell (CRD# 4163727) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.
Vincent Perry (CRD# 2873364) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Raleigh, NC and has over 26 years of experience in the finance industry.
Jefferson Pitt (CRD# 5164908) 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.
Titus Pittman (CRD# 4440789) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Jacksonville, FL and has over 22 years of experience in the finance industry.
Antonio Porretta (CRD# 4141550) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Harrisburg, NC and has over 24 years of experience in the finance industry.
Bruce Putnam (CRD# 4772953) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Denver, NC and has over 19 years of experience in the finance industry.
Kenneth Putnam (CRD# 5804010) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Cornelius, NC and has over 12 years of experience in the finance industry.