Timothy
Sallee

Independent Advisor Alliance, LLC

CRD#1947029
Investment Advisor
in Springfield, MO

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About this Advisor

Timothy Sallee is a certified financial planner working in Springfield, Missouri with 4 years of relevant experience. Sallee is on the advisory team at Independent Advisor Alliance, LLC. During their career, Sallee has held roles at Cetera Advisors LLC, Lpl Financial, LLC, Resources Investment Advisors, Inc, Independent Financial Partners and Independent Advisor Alliance, LLC. Sallee has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Missouri. Independent Advisor Alliance, LLC is a registered investment company operating out of Charlotte, NC. It has offices in 132 locations and a total of 227 advisors. It handles $10 billion in assets under management among its 47,432 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 91 charities and foundations. Of its 47,432 client accounts, 28% are associated with high-net-worth clients who have at least $1 million in investable assets. The business offers a diverse assortment 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 fee schedules depend on which services are provided. Fees billed by Independent Advisor Alliance, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

1650 East Battlefield Suite 120
Springfield, MO 65804

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$10,095,700,130

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

227

MO Average: 22
Total Number of Accounts

47,432

MO Average: 1,917
Average Account Size

$212,846

MO 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

Timothy Sallee Work History

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

2019 - Present (5 years)

Independent Advisor Alliance, LLC

2015 - Present (9 years)

Lpl Financial, LLC

2017 - 2019 (2 years)

Independent Financial Partners

2015 - 2018 (3 years)

Resources Investment Advisors, Inc

2013 - 2015 (2 years)

Cetera Advisors 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 Timothy Sallee 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

Timothy Sallee
Springfield, MO
George Jameson Jr
Columbia, SC
Charles Skinner
El Dorado, AR
Timothy Moore
North, PA
Mona Khairi
Little Rock, AR
Wesley Burrell
Springfield, MO
Ty Hensley
Charlotte, NC
Alexander Lewis
Irmo, 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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