Wesley
Burrell

Independent Advisor Alliance, LLC

CRD#6108882
Investment Advisor
in Springfield, MO

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About this Advisor

Wesley Burrell is a financial advisor based in Springfield, Missouri, working with Independent Advisor Alliance, LLC. Wesley has previously held positions at Edward Jones, Lpl Financial, LLC, and Independent Advisor Alliance, LLC. Wesley has passed the Series 66 regulatory exam and is registered to provide services in Missouri, Oklahoma, and Texas. Currently, Wesley is part of Independent Advisor Alliance, LLC, which operates out of Springfield, Missouri. 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

Series 66

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 E. Battlefield Road Suite 120
Springfield, MO 65804

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$12,826,908,245

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

230

MO Average: 22
Total Number of Accounts

52,309

MO Average: 1,917
Average Account Size

$245,214

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

Wesley Burrell Work History

2020 - Present (4 years)

Lpl Financial, LLC

2020 - Present (4 years)

Independent Advisor Alliance, LLC

2013 - 2020 (7 years)

Edward Jones

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Wesley Burrell 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

Sheila Whitten
Atlanta, GA
Charles White
Roanoke, VA
Kevin Steffen
Vero Beach, FL
Jana Burke
Atlanta, GA
Jane Reichard
Reston, VA
William Mc Keithan
Southport, NC
Nicholas Arcand
Chesapeake, VA
Timothy Scanlan
Sussex, WI

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