Advisor Support Services
A team to support your practice.
Our team is here to assist you from the discovery phase to the continual growth of your practice once you partner with us. You can count on us to be your advocate and help you build the offerings of a successful independent advisor.
Service & Operations
Independent Advisor Alliance offers programs and resources to assist with certain trading & operational tasks. These services free up your time, so you can focus on serving existing clients and developing new relationships.
Onboarding & Repapering
IAA Onboarding provides a personalized and efficient process to new advisors, new staff members, or existing employees making a change in their careers. Full repapering services are offered to hybrid and corporate advisors utilizing LPL Financial as their custodian. We understand that your livelihood depends on the movement of assets and we take this responsibility seriously.
Compensation works to ensure that all elements of your business – financial planning, third-party asset management programs, external custodians – are billed and paid to you correctly and in a timely fashion. We pride ourselves on having clear & transparent reporting, so you know exactly what you make each month.