Stephen
Austin
Independent Advisor Alliance, LLC
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About this Advisor
Stephen Austin is a financial advisor based in Tallahassee, Florida, working with Independent Advisor Alliance, LLC. Stephen has previously held positions at Southward Golf Club, Guardian Life Insurance Co, Park Avenue Securities LLC, Lpl Financial LLC, First Commerce Credit Union, and Independent Advisor Alliance. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Georgia. Currently, Stephen is part of Independent Advisor Alliance, LLC, which operates out of Tallahassee, Florida. 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
Stephen Austin Work History
Independent Advisor Alliance
Lpl Financial LLC
First Commerce Credit Union
Guardian Life Insurance Co
Park Avenue Securities LLC
Southward Golf Club
Disclosures
Please visit the SEC profile of Stephen Austin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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