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
Paul Brown (CRD# 4148397) 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.
Joseph Budd (CRD# 2581569) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Franklin, TN and has over 29 years of experience in the finance industry.
Jana Burke (CRD# 3003881) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.
Charlene Burkhardt (CRD# 2935854) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Fremont, CA and has over 26 years of experience in the finance industry.
Wesley Burrell (CRD# 6108882) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Springfield, MO and has over 11 years of experience in the finance industry.
William Casterlin (CRD# 4071097) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Pooler, GA and has over 24 years of experience in the finance industry.
Darryl Cermak-Serfass (CRD# 5653807) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Summerfield, NC and has over 14 years of experience in the finance industry.
Nathaniel Chambers (CRD# 5214022) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.
Michael Cohn (CRD# 4617830) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Leesburg, VA and has over 21 years of experience in the finance industry.