Michael
Henderson

Independent Advisor Alliance, LLC

CRD#1584057
Investment Advisor
in Maitland, FL

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About this Advisor

Michael Henderson is a certified financial planner who works out of Maitland, Florida who has 4 years of industry experience. Henderson currently works for Independent Advisor Alliance, LLC. Throughout their career, Henderson has worked at Lpl Financial, LLC, Independent Financial Partners, Collaborative Wealth, Independent Advisor Alliance, LLC and Lpl Financial LLC. Henderson holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in Florida and Texas. Independent Advisor Alliance, LLC is an advisory business based in Charlotte, NC. The investment advisory business has offices in 132 locations and a total of 227 advisors. It administers $10 billion in total assets between its 47,432 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 91 charitable organizations. Of its 47,432 client accounts, 28% belong to high-net-worth clients who have at least $1 million in investable assets. The business has a broad array of services, including 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. Financial advisory fees largely vary depending on which services the firm provides the client. Fees billed by Independent Advisor Alliance, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

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

2600 Maitland Center Parkway Suite 340
Maitland, FL 32751

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$10,095,700,130

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

227

FL Average: 22
Total Number of Accounts

47,432

FL Average: 1,917
Average Account Size

$212,846

FL 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

Michael Henderson Work History

Michael has been registered as a financial advisor for 4 years.*

2020 - Present (4 years)

Lpl Financial LLC

2019 - Present (5 years)

Independent Advisor Alliance, LLC

2015 - 2018 (3 years)

Collaborative Wealth

2011 - 2015 (4 years)

Independent Financial Partners

2009 - 2019 (10 years)

Lpl Financial, LLC

*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 Michael Henderson 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

George Jameson Jr
Columbia, SC
William Addison
Columbia, SC
Timothy Moore
North, PA
David Bolick
Salisbury, NC
Mona Khairi
Little Rock, AR
Timothy Sallee
Springfield, MO
Kathryn Kavehrad
Knoxville, TN
John Black
Rock Hill, SC

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.

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