Charles
Skinner

Independent Advisor Alliance, LLC

CRD#6525922
Investment Advisor
in El Dorado, AR

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About this Advisor

Charles Skinner is a financial advisor based in El Dorado, Arkansas, working with Independent Advisor Alliance, LLC. Charles has previously held positions at Genwealth Financial Advisors, LLC, Monadikos LLC, Lpl Financial, LLC, and Independent Advisor Alliance. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas, Louisiana, and Texas. Currently, Charles is part of Independent Advisor Alliance, LLC, which operates out of El Dorado, Arkansas. The firm has 132 offices and 230 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

301 N. Washington Ave. Ste 101
El Dorado, AR 71730

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$12,826,908,245

AR Average: $3,625,019,099
Total Number of Employees

230

AR Average: 22
Total Number of Accounts

52,309

AR Average: 1,917
Average Account Size

$245,214

AR Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Charles Skinner Work History

2022 - Present (3 years)

Independent Advisor Alliance

2015 - Present (10 years)

Lpl Financial, LLC

2015 - 2022 (7 years)

Genwealth Financial Advisors, LLC

2014 - 2015 (1 year)

Monadikos LLC

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Disclosures

Please visit the SEC profile of Charles Skinner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Advisor Alliance, LLC

Kyle Thomas
Mooresville, NC
Charles White
Roanoke, VA
Jane Goodyear
Columbia, SC
Johnny Rutledge
Matthews, NC
Chad Tepe
Manhattan, KS
Nicholas Arcand
Chesapeake, VA
Nicholas Skey
Columbia, SC
Timothy Scanlan
Sussex, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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