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 Harvey (CRD# 3275280) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Greensboro, NC and has over 24 years of experience in the finance industry.
Bill Harwood, Cfp (CRD# 3171926) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Salem, SC and has over 25 years of experience in the finance industry.
Jonathan Haugen (CRD# 4364414) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Bismarck, ND and has over 23 years of experience in the finance industry.
Vern Hayden (CRD# 240424) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Westport, CT and has over 38 years of experience in the finance industry.
Peter Heimerman (CRD# 4557621) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Richfield, WI and has over 21 years of experience in the finance industry.
Michael Henderson (CRD# 1584057) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Maitland, FL and has over 37 years of experience in the finance industry.
Ty Hensley (CRD# 2521838) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charlotte, NC and has over 29 years of experience in the finance industry.
Sharon Herman (CRD# 4477226) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Dunedin, FL and has over 22 years of experience in the finance industry.
Richard Hinkle (CRD# 6427280) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Joplin, MO and has over 8 years of experience in the finance industry.
Erik Hofstrom (CRD# 4858680) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charleston, SC and has over 19 years of experience in the finance industry.