Independent Advisor Alliance, LLC
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About this Advisor
Justin Bradford is a certified financial planner based in Charlotte, North Carolina. Currently a registered advisor with Independent Advisor Alliance, LLC, they have accrued 13 years of experience in the financial advisory industry. Bradford has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Bradford can serve clients based out of North Carolina. Throughout their career, they have worked at Wachovia Securities, LLC, Capfinancial Partners, LLC, Robert W. Baird & Co, Independent Advisor Alliance and Lpl Financial LLC. Independent Advisor Alliance, LLC is headquartered in Charlotte, North Carolina, and operates out of 87 offices in the country. As a registered investment advisory firm, Independent Advisor Alliance, LLC manages $3 billion in assets throughout 15,183 client accounts and retains more than 107 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 15,094 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 15,183 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Independent Advisor Alliance, LLC provides 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 firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Independent Advisor Alliance, LLC Brokerage Details
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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
Justin Bradford Work History
Justin has 13 years of experience.
Independent Advisor Alliance
Lpl Financial LLC
Robert W. Baird & Co
Capfinancial Partners, LLC
Wachovia Securities, LLC
Justin Bradford has no disclosures.
Please visit their SEC profile for more details.