Unclaimed Profile

Jonathan David Reidenouer

INDEPENDENT ADVISOR ALLIANCE, LLC·CHARLOTTE, North Carolina

SIE, Series 7, Series 24, Series 63, Series 66, Series 99TOClean record19 years registeredINDEPENDENT ADVISOR ALLIANCE, LLC

11525 N. COMMUNITY HOUSE RD., CHARLOTTE, NC 28277CRD# 2625840Firm CRD# 168267

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan David Reidenouer · CHARLOTTE, NC

Registration

CRD #2625840 · INDEPENDENT ADVISOR ALLIANCE, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INDEPENDENT ADVISOR ALLIANCE, LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

Apr 2018 – Sep 2020

CHARLOTTE, NC

LPL FINANCIAL LLC

Dec 2006 – Mar 2018

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · December 20, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEPENDENT ADVISOR ALLIANCE, LLC

CRD 168267 · SEC 801-78808

AUM

$12.8B

Regulatory assets under management

Employees

230

52,309 client accounts

Services offered by INDEPENDENT ADVISOR ALLIANCE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INDEPENDENT ADVISOR ALLIANCE, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan David Reidenouer offer?

Jonathan David Reidenouer specializes in Financial Planning, Investment Management, Wealth Management.

What are Jonathan David Reidenouer's credentials?

Jonathan David Reidenouer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan David Reidenouer located?

Jonathan David Reidenouer is based in CHARLOTTE, North Carolina, last registered with INDEPENDENT ADVISOR ALLIANCE, LLC.

How does Jonathan David Reidenouer charge for services?

Jonathan David Reidenouer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEPENDENT ADVISOR ALLIANCE, LLC?

INDEPENDENT ADVISOR ALLIANCE, LLC has approximately 230 employees and manages $12.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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