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Independent Advisor Alliance Names Kyle Campbell VP of Mergers and Acquisitions

CHARLOTTE, N.C. – September 30, 2019 – Independent Advisor Alliance (IAA) today announced the appointment of Kyle Campbell to head the firm’s new mergers and acquisitions program.   

Working in tandem with IAA’s business development and strategic solutions teams, Campbell will provide personalized guidance on mergers, acquisitions, succession planning, and firm evaluation – helping to ensure IAA’s more than 200 advisors have a strong foundation for today and a long-term strategy for their future.

 

“We’re so excited for Kyle to join our team and take on this new role,” said Robert Russo, CEO and Founder of IAA. “As a full-service firm, our mission is to help advisors strategically, operationally and financially. With his experience and knowledge, Kyle will help advisors drive and maximize their business growth every step of the way.”

 

In addition to creating and managing a mergers and acquisitions program, Campbell is charged with assisting in the development of an equity buy-in and revenue participation program, as well as an acquisition assessment program.


“Whether an advisor is looking to buy a book of business, achieve a certain scale or needs to plan their exit strategy, we’re here to walk them through it,” said Kyle Campbell. “And by taking care of themselves advisors are taking care of their clients. I’m excited to help advisors use mergers and acquisitions and succession planning as tools to grow and plan for their future.”  

 

Most recently, Campbell served as a Loan Officer at Live Oak Bank, where he specialized in working with financial advisors and their lending needs. 

 

Campbell joins two recent additions to the IAA team, Investment Operations Analyst Deborah Re and Front Office Coordinator Nanette Collins. Collins replaces Nicole Gilewicz who has been promoted to Compliance Associate.

 

About IAA

Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2013, today IAA serves 204 independent financial advisors in 22 states, servicing a total of $8.6 billion of client assets of which $5.4 billion are assets under management as of September 2019. For more information, visit www.whyiaa.com.

 

About LPL

LPL Financial provided service to approximately $615 billion in brokerage and advisory assets as of December 31, 2017. LPL is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2019). The Company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to more than 15,000 financial advisors and over 700 financial institutions. LPL Financial and its affiliates have primary offices in Boston, Fort Mill, and San Diego. For more information, visit www.lpl.com.  

 

Independent Advisor Alliance is a separate entity from LPL Financial. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered independent advisor.

About IAA
Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2013, today IAA serves 146 partner firms, servicing more than $14 billion of client assets of which $9.1 billion are assets under management as of July 2021.

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.

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