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).

By the Numbers
  • Total Assets Under Management
    12,827
    MILLION
  • Total Number of Accounts
    52,309
    ACCOUNTS
  • Average Account Value
    $245,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Independent Advisor Alliance, LLC
Showing 41 - 50 of 248 top financial advisors.
41
Nicole M. Dawes
CRD#: 4041051
630 Kenmoor Avenue Southeast, Suite 202, Grand Rapids, MI 49546

Nicole Dawes (CRD# 4041051) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Grand Rapids, MI and has over 23 years of experience in the finance industry.

42
John W. Dean
CRD#: 5035084
3806 Southland Avenue, Kokomo, IN 46902

John Dean (CRD# 5035084) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Kokomo, IN and has over 15 years of experience in the finance industry.

43
David E. Deckert
CRD#: 5018779
4901 West 136th Street, Leawood, KS 66224

David Deckert (CRD# 5018779) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Leawood, KS and has over 17 years of experience in the finance industry.

44
Gary L. Deese, Cltc
CRD#: 4165033
111 B Library Hill Lane, Lexington, SC 29072

Gary Deese, Cltc (CRD# 4165033) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Lexington, SC and has over 21 years of experience in the finance industry.

45
Michael M. Delaney
CRD#: 4899259
W248 N5233 Executive Drive, Suite 500, Sussex, WI 53089

Michael Delaney (CRD# 4899259) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Sussex, WI and has over 19 years of experience in the finance industry.

46
Geoffrey C. Deller
CRD#: 5753087
Boca Raton, FL

Geoffrey Deller (CRD# 5753087) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Boca Raton, FL and has over 13 years of experience in the finance industry.

47
Christopher J. Demarest
CRD#: 4802479
1121 Situs Court, Suite 300, Raleigh, NC 27606

Christopher Demarest (CRD# 4802479) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Raleigh, NC and has over 19 years of experience in the finance industry.

48
Timothy R. Dill
CRD#: 4070052
Jackson, TN

Timothy Dill (CRD# 4070052) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Jackson, TN and has over 24 years of experience in the finance industry.

49
Charles K. Dixon
CRD#: 1413773
1013 Chestnut Lane, Suite 130, Matthews, NC 28104

Charles Dixon (CRD# 1413773) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Matthews, NC and has over 30 years of experience in the finance industry.

50
Robert J. Dolnik
CRD#: 4188034
N80w14800 Appleton Ave., Suite 50, Menomonee Falls, WI 53051

Robert Dolnik (CRD# 4188034) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Menomonee Falls, WI and has over 23 years of experience in the finance industry.

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