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INDEPENDENT ADVISOR ALLIANCE, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
CHARLOTTE, North Carolina
·
9 registered advisors
·
CRD# 168267
SEC# 801-78808
132
888.430.1555
01
Firm Overview
AUM
$12.8B
Regulatory assets under management
Employees
230
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at INDEPENDENT ADVISOR ALLIANCE, LLC
9 registered advisors
Christopher William Zaccarelli
CHARLOTTE, North Carolina
CRD# 4949009
David E Buzo
CHARLOTTE, North Carolina
CRD# 6930961
Jefferson Linwood Pitt
CHARLOTTE, North Carolina
CRD# 5164908
Jessica Nadine Sexton
CHARLOTTE, North Carolina
CRD# 5260955
Jonathan David Reidenouer
CHARLOTTE, North Carolina
CRD# 2625840
Kenneth William Hall
CHARLOTTE, North Carolina
CRD# 2030837
Robert Paul Russo
CHARLOTTE, North Carolina
CRD# 4466372
Steven E Gensler
CHARLOTTE, North Carolina
CRD# 4237168
Topaz R Morrison
CHARLOTTE, North Carolina
CRD# 5581102
05
Office Locations
CHARLOTTE, North Carolina
9 advisors
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Data sourced from SEC Form ADV filings. INDEPENDENT ADVISOR ALLIANCE, LLC (CRD# 168267) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.