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.
CRD# 6714168
Edward Jones
CRD# 6620152
Strategic Blueprint, LLC
CRD# 1856611
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Advisor Alliance, LLC | Salem, SC | Jul 2017 - Current | 6 |
| Lpl Financial, LLC | Greenville, SC | Jan 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- GA
- LA
- NC
- SC
- TX
- VA
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Total Assets Under Management12,827MILLIONS
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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
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