Justin
Bradford

Independent Advisor Alliance, LLC

CRD#4559280
Investment Advisor
in Charlotte, NC
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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

Series 66, Certified Financial Planner

Years of Experience

13 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

Disclosures

No

Office Location

3530 Toringdon Way Suite 108
Charlotte, NC 28277

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$3,103,083,445

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

107

NC Average: 22
Total Number of Accounts

15,183

NC Average: 1,917
Average Account Size

$204,379

NC Average: $1,890,985

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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.

2017 - Present (2 years)

Independent Advisor Alliance

2017 - Present (2 years)

Lpl Financial LLC

2013 - 2017 (4 years)

Robert W. Baird & Co

2009 - 2013 (4 years)

Capfinancial Partners, LLC

2005 - 2009 (4 years)

Wachovia Securities, LLC

Disclosures

Justin Bradford has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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