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
Robert Russo (CRD# 4466372) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.
Johnny Rutledge (CRD# 5507113) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Matthews, NC and has over 15 years of experience in the finance industry.
Timothy Sallee (CRD# 1947029) is an Investment Advisor Representative in Springfield, MO and has over 26 years of experience in the finance industry. Timothy Sallee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Timothy Scanlan (CRD# 1523335) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Waukesha, WI and has over 29 years of experience in the finance industry.
Laurie Schaeffer (CRD# 4603308) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Sandy Springs, GA and has over 21 years of experience in the finance industry.
Arthur Schlosser (CRD# 2394047) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Toledo, OH and has over 30 years of experience in the finance industry.
William Schmidt (CRD# 2316136) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Mount Dora, FL and has over 23 years of experience in the finance industry.
Karl Schmidtke (CRD# 2577024) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Wauwatosa, WI and has over 28 years of experience in the finance industry.
Ryan Schrift (CRD# 5159085) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Belmont, NC and has over 16 years of experience in the finance industry.
Richard Schrum (CRD# 4294043) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Wilmington, NC and has over 18 years of experience in the finance industry.