Johnny
Rutledge
Independent Advisor Alliance, LLC
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About this Advisor
Johnny Rutledge is a financial advisor operating out of Matthews, North Carolina, with a total of 7 years of relevant experience. Rutledge is on the advisory team at Independent Advisor Alliance, LLC. Their career trajectory has included roles at Edward Jones, Lpl Financial LLC and Independent Advisor Alliance, LLC. Rutledge maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina and Texas. Independent Advisor Alliance, LLC is a registered investment company headquartered in Charlotte, NC. It has offices in 132 locations and a total of 227 advisors. It oversees $10 billion in assets under management across its 47,432 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 91 charities and foundations. Of its 47,432 customer accounts, 28% are held by high-net-worth clients who have greater than $1 million in investable assets. Independent Advisor Alliance, LLC provides a broad range 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 largely depend on the services offered. However, fee types billed by Independent Advisor Alliance, LLC most likely include 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
Johnny Rutledge Work History
Johnny has been registered as a financial advisor for 7 years.*
Independent Advisor Alliance, LLC
Lpl Financial LLC
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 Johnny Rutledge 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
Charlotte, NC
Knoxville, TN
Springfield, MO
Salisbury, NC
Little Rock, AR
North, PA
Sussex, WI
Cary, NC
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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