Shane
Russell

Independent Advisor Alliance, LLC

CRD#5899970
Investment Advisor
in Hilton Head Island, SC

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About this Advisor

Shane Russell is a financial advisor based in Hilton Head Island, South Carolina, working with Independent Advisor Alliance, LLC. Shane has previously held positions at Wells Fargo Advisors Financial Network, LLC, Robert Irvine's Eat, LPL Financial, LLC, and Independent Advisor Alliance (IAA). Shane has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Shane is part of Independent Advisor Alliance, LLC, which operates out of Hilton Head Island, 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 66

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

5 New Orleans Road
Hilton Head Island, SC 29928

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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

Shane Russell Work History

2018 - Present (6 years)

Lpl Financial, LLC

2018 - Present (6 years)

Independent Advisor Alliance (Iaa)

2011 - 2018 (7 years)

Wells Fargo Advisors Financial Network, LLC

2010 - 2014 (4 years)

Robert Irvine'S Eat

Disclosures

Please visit the SEC profile of Shane Russell 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

Jessica Sexton
Charlotte, NC
Jane Reichard
Reston, VA
William Mc Keithan
Southport, NC
Ernest Ross
Charlotte, NC
Nicholas Wendt
Richfield, WI
Nicholas Arcand
Chesapeake, VA
Charles White
Roanoke, VA
Montague Boyd
Atlanta, GA

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