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
Jonathan Bednar (CRD# 2112039) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Knoxville, TN and has over 33 years of experience in the finance industry.
Jonathan Bednar (CRD# 5692419) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Knoxville, TN and has over 14 years of experience in the finance industry.
Todd Birdwell (CRD# 2263583) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Knoxville, TN and has over 31 years of experience in the finance industry.
John Black (CRD# 4630908) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Rock Hill, SC and has over 21 years of experience in the finance industry.
David Bolick (CRD# 2726027) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Salisbury, NC and has over 27 years of experience in the finance industry.
Margaret Borden (CRD# 5575905) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Carrollton, GA and has over 15 years of experience in the finance industry.
Montague Boyd (CRD# 845934) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Atlanta, GA and has over 44 years of experience in the finance industry.
William Brady (CRD# 2442997) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Hilton Head Island, SC and has over 30 years of experience in the finance industry.
William Brancaccio (CRD# 5959000) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Harrison, NY and has over 12 years of experience in the finance industry.
William Brantley (CRD# 2747075) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 27 years of experience in the finance industry.