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
Richard Durkee (CRD# 2090391) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charleston, SC and has over 33 years of experience in the finance industry.
Steven Dye (CRD# 6316903) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Sussex, WI and has over 9 years of experience in the finance industry.
Robert Eberst (CRD# 2656135) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Boca Raton, FL and has over 25 years of experience in the finance industry.
Erin Eiras (CRD# 5158055) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Jacksonville, FL and has over 17 years of experience in the finance industry.
Dana Elston (CRD# 1613855) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Pittsford, NY and has over 37 years of experience in the finance industry.
Christian Erickson (CRD# 2396332) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Lexington, KY and has over 30 years of experience in the finance industry.
Kurt Erickson (CRD# 4573212) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Duluth, MN and has over 19 years of experience in the finance industry.
Thomas Faber (CRD# 6333830) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Erie, PA and has over 8 years of experience in the finance industry.
Craig Faile (CRD# 2842637) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 26 years of experience in the finance industry.
Richard Fallin (CRD# 5120772) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.