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 61 - 70 of 248 top financial advisors.
61
Frederick J. Felder
CRD#: 6909542
1213 Lady Street, Suite 20, Columbia, SC 29201

Frederick Felder (CRD# 6909542) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Columbia, SC and has over 6 years of experience in the finance industry.

62
Elizabeth M. Fox
CRD#: 6115509
1717 Wolf Road, Unti E, Richfield, WI 53076

Elizabeth Fox (CRD# 6115509) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Richfield, WI and has over 10 years of experience in the finance industry.

63
Craig S. Freeman
CRD#: 5226600
5401 Southeast Shawnee Heights Road, Tecumseh, KS 66542

Craig Freeman (CRD# 5226600) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Tecumseh, KS and has over 17 years of experience in the finance industry.

64
James A. Frigstad
CRD#: 4782144
4401 Coleman Street, Suite 103, Bismarck, ND 58503

James Frigstad (CRD# 4782144) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Bismarck, ND and has over 19 years of experience in the finance industry.

65
Timothy S. Fuller
CRD#: 6815775
Saint Johns, FL

Timothy Fuller (CRD# 6815775) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Saint Johns, FL and has over 6 years of experience in the finance industry.

66
Steven B. Gallo
CRD#: 4138397
2625 Neudorf Road, Suite 400, Clemmons, NC 27012

Steven Gallo (CRD# 4138397) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Clemmons, NC and has over 23 years of experience in the finance industry.

67
Stephen W. Gaskins
CRD#: 2595932
2002 Eastwood Rd., Suite 302, Wilmington, NC 28403

Stephen Gaskins (CRD# 2595932) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Wilmington, NC and has over 23 years of experience in the finance industry.

68
Steven E. Gensler
CRD#: 4237168
11215 N. Community House Rd., Ste. 775, Charlotte, NC 28277

Steven Gensler (CRD# 4237168) 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.

69
Knox R. Gibson
CRD#: 6679542
2002 Eastwood Road, Suite 302, Wilmington, NC 28403

Knox Gibson (CRD# 6679542) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Wilmington, NC and has over 6 years of experience in the finance industry.

70
Scott D. Gingras
CRD#: 2909749
30 Temple Street, Suite 501, Nashua, NH 03060

Scott Gingras (CRD# 2909749) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Nashua, NH and has over 26 years of experience in the finance industry.

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