John
Sloop

Independent Advisor Alliance, LLC

CRD#2499839
Investment Advisor
in Rock Hill, SC

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About this Advisor

John Sloop is a financial advisor based in Rock Hill, South Carolina, working with Independent Advisor Alliance, LLC. John has previously held positions at Lpl Financial LLC and Cetera Advisor Networks LLC. John has passed the Series 63 regulatory exam and is registered to provide services in Florida, North Carolina, South Carolina, and Texas. Currently, John is part of Independent Advisor Alliance, LLC, which operates out of Rock Hill, South Carolina. 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

Series 63, CERTIFIED FINANCIAL PLANNER™

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

305 Oakland Avenue
Rock Hill, SC 29730

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$12,826,908,245

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

230

SC Average: 22
Total Number of Accounts

52,309

SC Average: 1,917
Average Account Size

$245,214

SC 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

John Sloop Work History

2015 - Present (10 years)

Lpl Financial LLC

2003 - 2015 (12 years)

Cetera Advisor Networks LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Sloop 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

Douglas Way
Columbia, SC
Montague Boyd
Atlanta, GA
Nicholas Skey
Columbia, SC
Charles Skinner
El Dorado, AR
William Mc Keithan
Southport, NC
Knox Gibson
Wilmington, NC
Charles White
Roanoke, VA
Nicholas Arcand
Chesapeake, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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