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
Terrence Colen (CRD# 1929889) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 24 years of experience in the finance industry.
Sharon Conner (CRD# 6285400) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Kokomo, IN and has over 7 years of experience in the finance industry.
Chadwick (chad) Copeland (CRD# 3116317) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Nashville, TN and has over 25 years of experience in the finance industry.
Manning Crapps (CRD# 6290639) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Columbia, SC and has over 10 years of experience in the finance industry.
Edwin Crisp (CRD# 1373717) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Belmont, NC and has over 38 years of experience in the finance industry.
David Curry (CRD# 4678823) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 20 years of experience in the finance industry.
Leana D'aloisio (CRD# 4354392) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Kennesaw, GA and has over 23 years of experience in the finance industry.
Matthew Darpel (CRD# 4458588) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Crestview Hills, KY and has over 22 years of experience in the finance industry.
Quentin Davis (CRD# 5302848) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Oskaloosa, KS and has over 16 years of experience in the finance industry.
Collin Dawes (CRD# 3242372) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Grand Rapids, MI and has over 24 years of experience in the finance industry.