James
Scott

Independent Advisor Alliance, LLC

CRD#2885322
Investment Advisor
in Canton, OH

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About this Advisor

James Scott is a financial advisor operating out of Canton, Ohio with 4 years of relevant experience. Scott is an advisor for Independent Advisor Alliance, LLC. During their career, the advisor has held roles at Lpl Financial, LLC, Independent Financial Partners and Independent Advisor Alliance, LLC. Scott has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. Independent Advisor Alliance, LLC is a registered investment company headquartered in Charlotte, NC. The company has offices in 132 locations and a total of 227 advisors. It oversees $10 billion in assets under management among its 47,432 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 91 charities and foundations. Of its 47,432 accounts, 28% are associated with high-net-worth clients who have more than $1 million in assets. Independent Advisor Alliance, LLC 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. Financial advisory fees largely vary depending on which services are offered. Fee types charged by Independent Advisor Alliance, LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

4505 Stephen Circle Nw Suite 102B
Canton, OH 44718

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$10,095,700,130

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

227

OH Average: 22
Total Number of Accounts

47,432

OH Average: 1,917
Average Account Size

$212,846

OH 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

James Scott Work History

James has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Independent Advisor Alliance, LLC

2011 - Present (13 years)

Lpl Financial, LLC

2012 - 2019 (7 years)

Independent Financial Partners

*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 James Scott 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

Alexander Lewis
Irmo, SC
Ty Hensley
Charlotte, NC
George Jameson Jr
Columbia, SC
Mona Khairi
Little Rock, AR
Allison Grier
Rock Hill, SC
David Bolick
Salisbury, NC
Timothy Moore
North, PA

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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