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
Richard Reber (CRD# 5506442) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Denver, NC and has over 15 years of experience in the finance industry.
Stephen Reich (CRD# 860083) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Duluth, MN and has over 44 years of experience in the finance industry.
Bernice Rolle-Lewis (CRD# 2848008) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Weston, FL and has over 26 years of experience in the finance industry.
Andrew Roller (CRD# 4440500) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Kokomo, IN and has over 22 years of experience in the finance industry.
Chad Roller (CRD# 5139916) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Conway, AR and has over 16 years of experience in the finance industry.
Andres Romero (CRD# 2486195) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.
Gary Rosenstone (CRD# 4660262) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Jacksonville, FL and has over 19 years of experience in the finance industry.
David Rotatori (CRD# 5008972) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.
Rowena Ruff (CRD# 2905624) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Lexington, KY and has over 26 years of experience in the finance industry.
Shane Russell (CRD# 5899970) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Hilton Head Island, SC and has over 7 years of experience in the finance industry.