Jana
Burke
Independent Advisor Alliance, LLC
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About this Advisor
Jana Burke is a financial advisor working out of Atlanta, Georgia with 2 years of industry experience. Burke is an employee of Independent Advisor Alliance, LLC. Over the course of their career, they have held roles at Ubs Financial Services Inc, Stephens Inc, Lpl Financial, LLC and Independent Advisor Alliance, LLC. Burke maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and can advise clients in Georgia. Independent Advisor Alliance, LLC is a registered investment business that has its headquarters in Charlotte, NC. The company has offices in 132 locations and a total of 227 financial advisors. It controls $10 billion in assets among its 47,432 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 91 charities and foundations. Of its 47,432 client accounts, 28% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a number 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 management fee schedules typically vary depending on which services the firm provides the client. Fee types charged by Independent Advisor Alliance, LLC likely consist of any 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
Jana Burke Work History
Jana has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Independent Advisor Alliance, LLC
Stephens Inc
Ubs Financial Services 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 Jana Burke 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
El Dorado, AR
Springfield, MO
Charlotte, NC
Springfield, MO
Little Rock, AR
Knoxville, TN
Cary, NC
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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