Independent Advisor Alliance Employee Directory

Financial ServicesUnited States11-50 Employees

Discover the advantage of independence with a partner who's invested in your success.

At Independent Advisor Alliance (IAA), we empower growth-minded business owners who are also financial advisors. We believe in the power of independence and the strength of community.

When you choose independence, you become more than a financial advisor. You're suddenly a compliance officer, marketer, IT manager, and everything in between. That's where we come in. Our job is to simplify yours.

Our mission is to equip you with the essential tools, resources and support to grow your business while reducing overhead and eliminating the operational headaches that come with running your own firm.

Partnering with IAA means you can offload operational burdens, keep more of what you earn through our flat-fee pricing structure, and gain the freedom to focus on what matters most: delivering exceptional advice, building lasting relationships, and creating the firm you've always envisioned.

We help independent business owners execute their vision.


Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AK, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, WY; PR

Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

Find Independent Advisor Alliance employees' phone numbers or email addresses

Independent Advisor Alliance Global Highlights

Location
Employees

North America
55

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  • United States Of America
    54
  • Mexico
    1

Independent Advisor Alliance's Leadership

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    R. R.
    Ceo
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    D. B.
    Chief Marketing Officer At Independent Advisor Alliance
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    T. M.
    Chief Operations Officer
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    D. R.
    Chief Growth Officer
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    J. S.
    Chief Compliance Officer
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    J. P.
    Chief Experience Officer
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    S. G. C. M. M.
    Chief Innovation Officer
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    L. G.
    Director Of Advisor Technology
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Contact profiles from Independent Advisor Alliance

Name
Title
Contact Info
Location
Last Update
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    D. S.
    Wealth Advisor
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    United StatesIdaho
    Nov 11, 2025
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    D. S.
    Trading And Operations Associate
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    United StatesNorth Carolina
    Nov 30, 2025
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    P. N.
    Marketing Associate
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    United StatesNorth Carolina
    Oct 22, 2025
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    D. D.
    Content Creator
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    United StatesNorth Carolina
    Nov 16, 2025
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    P. A. L.
    Financial Advisor
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    Aug 07, 2025
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    J. B.
    Independent Financial Advisor
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    United StatesGeorgia
    Jul 08, 2025
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    A. P.
    Service And Operations Associate
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    Nov 29, 2023
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    C. B.
    Front Office Coordinator
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    Jul 22, 2025
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    C. F.
    Compliance And Portfolio Analyst
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    United StatesNorth Carolina
    Apr 23, 2025
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    C. F.
    Compliance And Portfolio Analyst
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    United StatesNorth Carolina
    Apr 23, 2025

Frequently Asked Questions

What is Independent Advisor Alliance known for?

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Independent Advisor Alliance was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 11215 N Community House Rd, Suite 775 Charlotte, North Carolina 28277, US; you can contact the main corporate office by phone at . Explore Independent Advisor Alliance's company overview page for more information.

What is Independent Advisor Alliance's most common email format?

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Independent Advisor Alliance employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Independent Advisor Alliance email formats with LeadIQ.

How many employees does Independent Advisor Alliance have currently?

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Independent Advisor Alliance has approximately 32 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Independent Advisor Alliance's key employees and leadership?

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As of December 2025, Independent Advisor Alliance's key employees include:

  • Ceo: R. R.
  • Chief Marketing Officer At Independent Advisor Alliance: D. B.
  • Chief Operations Officer: T. M.
  • Chief Growth Officer: D. R.
  • Chief Compliance Officer: J. S.

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