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 operating out of Springfield, Missouri, with a total of 3 years of relevant experience. Burrell is an employee of Independent Advisor Alliance, LLC. Throughout their career, Burrell has worked at Edward Jones, Lpl Financial, LLC and Independent Advisor Alliance, LLC. Burrell holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Missouri, Oklahoma and Texas. Independent Advisor Alliance, LLC is an advisory business based out of Charlotte, NC. It has offices in 132 locations and a total of 227 employees. It handles $10 billion in assets under management between its 47,432 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 91 charitable organizations. Of its 47,432 accounts, 28% belong to high-net-worth individuals who have more than $1 million in assets. The business 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. Fees for financial management are based on which service is provided. However, fees charged by Independent Advisor Alliance, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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 E. Battlefield Road 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

Wesley Burrell Work History

Wesley has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial, LLC

2020 - Present (4 years)

Independent Advisor Alliance, LLC

2013 - 2020 (7 years)

Edward Jones

*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 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

Timothy Sallee
Springfield, MO
Allison Grier
Rock Hill, SC
George Jameson Jr
Columbia, SC
William Addison
Columbia, SC
Mona Khairi
Little Rock, AR
David Bolick
Salisbury, NC
Wesley Burrell
Springfield, MO

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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