CHARLOTTE, N.C. – October 16, 2017 – Independent Advisor Alliance (IAA), a leading independent registered investment advisory firm, announced today that it will be expanding into an additional 2,500 square feet of new space at its headquarters located in Ballantyne Office Park.
With a growing team and additional service offerings, the new space has come at a pivotal time in the growth of the company, which has more than doubled in size in the last two years.
“The hard work and dedication of the IAA team, coupled with our growing array of advisor support services, has resulted in an explosive rate of growth,” said Robert Russo, Founder and CEO of IAA. “By expanding our headquarters, we can continue to invest in our personnel and infrastructure, all while staying focused on our long-term strategic growth and continuing to be a strong partner with our advisors.”
Home to 35 Fortune 500 companies, Ballantyne Office Park is conveniently located near downtown Charlotte and the Charlotte-Douglas International Airport. Its 535 acres include four million square feet of Class A office space,16 miles of walking trails and bike paths, and a state-of-the-art campus gym, as well as a wide variety of restaurants, hotels, and medical and retail amenities.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Achievement is based on annual production among LPL Advisors only.
**Based on total revenues, Financial Planning magazine June 1996-2020
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance (IAA), a registered investment advisor. IAA and LPL are separate entities.