William
Addison

Independent Advisor Alliance, LLC

CRD#6152328
Investment Advisor
in Columbia, SC

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About this Advisor

William Addison is a financial advisor who works out of Columbia, South Carolina, with 6 years of industry experience. Addison is an advisor for Independent Advisor Alliance, LLC. Throughout their career, they have worked at First Community Bank, Lpl Financial, LLC and Independent Advisor Alliance, LLC. Addison holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in South Carolina and Texas. Independent Advisor Alliance, LLC is a financial advisory business that has its headquarters in Charlotte, NC. The company has offices in 132 locations and a total of 227 advisors. It handles $10 billion in assets under management across its 47,432 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 91 charitable organizations. Of its 47,432 accounts, 28% are held by high-net-worth clients who have greater than $1 million in investable assets. Independent Advisor Alliance, LLC performs 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. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types billed by Independent Advisor Alliance, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

1213 Lady Street Suite 200
Columbia, SC 29201

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$10,095,700,130

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

227

SC Average: 22
Total Number of Accounts

47,432

SC Average: 1,917
Average Account Size

$212,846

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

William Addison Work History

William has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Independent Advisor Alliance, LLC

2013 - Present (11 years)

First Community Bank

2013 - Present (11 years)

Lpl Financial, LLC

*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 William Addison 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
Steven Dye
Sussex, WI
Wesley Burrell
Springfield, MO
George Jameson Jr
Columbia, SC
Mona Khairi
Little Rock, AR
David Bolick
Salisbury, NC
William Addison
Columbia, SC

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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