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
John Godfrey (CRD# 4936625) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Cornelius, NC and has over 18 years of experience in the finance industry.
Grant Goodwin (CRD# 4301062) 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.
Richard Gray (CRD# 4318009) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Dacula, GA and has over 17 years of experience in the finance industry.
Keith Gregory (CRD# 5210784) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Lake Wylie, SC and has over 17 years of experience in the finance industry.
Allison Grier (CRD# 4936854) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Rock Hill, SC and has over 18 years of experience in the finance industry.
Patrick Gunther (CRD# 1573122) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Summerville, SC and has over 30 years of experience in the finance industry.
Christopher Hagen (CRD# 4412715) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Montgomery, AL and has over 21 years of experience in the finance industry.
Kenneth Hall (CRD# 2030837) 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.
E Hancock (CRD# 2945957) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Columbia, SC and has over 26 years of experience in the finance industry.
Ronald Harczak (CRD# 1375192) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Saint Charles, IL and has over 38 years of experience in the finance industry.