Titus
Pittman

Independent Advisor Alliance, LLC

CRD#4440789
Investment Advisor
in Jacksonville, FL

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About this Advisor

Titus Pittman is a certified financial planner who works out of Jacksonville, Florida with 5 years of industry experience. Pittman is an employee of Independent Advisor Alliance, LLC. Over the course of their career, they have held roles at Lpl Financial LLC, William E. Hamm & Associates, Inc, Independent Financial Partners and Independent Advisor Alliance, LLC. Pittman has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Texas. Independent Advisor Alliance, LLC is a registered investment company that has its headquarters in Charlotte, NC. It has offices in 132 locations and a total of 227 people on staff. It manages $10 billion in assets among its 47,432 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 91 charities and foundations. Of its 47,432 accounts, 28% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a number 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 usually depend on the services provided. Fee types charged by Independent Advisor Alliance, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

301 West Bay Street Suite 1453
Jacksonville, FL 32202

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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

Titus Pittman Work History

Titus has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Independent Advisor Alliance, LLC

2009 - Present (15 years)

Lpl Financial LLC

2009 - Present (15 years)

Independent Financial Partners

2009 - 2020 (11 years)

William E. Hamm & Associates, 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 Titus Pittman 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

Allison Grier
Rock Hill, SC
Mona Khairi
Little Rock, AR
Timothy Moore
North, PA
George Jameson Jr
Columbia, SC
Charles Skinner
El Dorado, AR
David Bolick
Salisbury, NC
Timothy Sallee
Springfield, MO
William Addison
Columbia, 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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