Vern
Hayden
Independent Advisor Alliance, LLC
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About this Advisor
Vern Hayden is a certified financial planner who works out of Westport, Connecticut with 2 years of industry experience. Hayden is on the advisory team at Independent Advisor Alliance, LLC. The advisor has gained experience at Geneos Wealth Management Inc, Hayden Wealth Management, Money Concepts Capital Corp, Sovereign Financial Group, Inc and Independent Advisor Alliance. Hayden maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut and New York. Independent Advisor Alliance, LLC is a business that has its headquarters in Charlotte, NC. The firm has offices in 132 locations and a total of 227 people on staff. It administers $10 billion in total assets among its 47,432 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 91 charities and foundations. Of its 47,432 customer accounts, 28% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Independent Advisor Alliance, LLC offers a wide range of services, such as 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. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Independent Advisor Alliance, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$10,095,700,130
227
47,432
$212,846
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
Vern Hayden Work History
Vern has been registered as a financial advisor for 2 years.*
Independent Advisor Alliance
Sovereign Financial Group, Inc
Money Concepts Capital Corp
Hayden Wealth Management
Geneos Wealth Management Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vern Hayden 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
Knoxville, TN
Sussex, WI
Irmo, SC
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Little Rock, AR
Rock Hill, SC
Salisbury, NC
El Dorado, AR
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
