Charlene
Burkhardt
Independent Advisor Alliance, LLC
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About this Advisor
Charlene Burkhardt is a financial advisor based in Fremont, California, working with Independent Advisor Alliance, LLC. Charlene has previously held positions at Lpl Financial, LLC, Independent Advisor Alliance, Moore Financial Services, National Planning Corp, The Planners Network, Inc, and Charlene Burkhardt. Charlene has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Charlene is part of Independent Advisor Alliance, LLC, which operates out of Fremont, California. 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
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$12,826,908,245
230
52,309
$245,214
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
Charlene Burkhardt Work History
Lpl Financial, LLC
Independent Advisor Alliance
Moore Financial Services
The Planners Network, Inc
Charlene Burkhardt
National Planning Corp
Disclosures
Please visit the SEC profile of Charlene Burkhardt 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
Columbia, SC
Roanoke, VA
Chesapeake, VA
Reston, VA
Wilmington, NC
Atlanta, GA
Matthews, NC
Greenville, SC
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