Natalie
Barkley
Independent Advisor Alliance, LLC
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About this Advisor
Natalie Barkley is a financial advisor based in Zelienople, Pennsylvania, working with Independent Advisor Alliance, LLC. Natalie has previously held positions at Penn State University- Behrend Campus, Schaffner, Knight And Minnaugh, Axa Advisors, LLC, Warren Mathe- Axa Advisors, LLC, Pruco Securities, LLC, Lincoln Investment, Allegheny Investments, LTD, Good Loven, Uber Driver, Recon, Monat Global, Prudential Insurance Company Of America, and Lpl Financial LLC. Natalie has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Natalie is part of Independent Advisor Alliance, LLC, which operates out of Zelienople, Pennsylvania. The firm has 132 offices and 230 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$12,826,908,245
230
52,309
$245,214
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
Natalie Barkley Work History
Lpl Financial LLC
Recon
Pruco Securities, LLC
Prudential Insurance Company Of America
Monat Global
Good Loven
Uber Driver
Lincoln Investment
Allegheny Investments, LTD
Axa Advisors, LLC
Axa Advisors, LLC
Warren Mathe- Axa Advisors, LLC
Schaffner, Knight And Minnaugh
Penn State University- Behrend Campus
Disclosures
Please visit the SEC profile of Natalie Barkley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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