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Way & Way Selects IAA To Go Independent

CHARLOTTE, N.C. – December 13, 2021 –  Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, announced today that Way & Way has joined its network of independent advisors.

 

Comprised of Dennis and Reese Way, this father-son team was previously with Stephens Inc. Together, they bring a combined 40 plus years of comprehensive wealth management services to clients in Columbia, SC, and the surrounding regions. 

 

The desire to establish their own firm and the freedom to provide financial guidance that best aligns with their clients’ goals and interests motivated Dennis and Reese to make the move to independence. Dennis stated, “our friends and clients trust us to give them confidence and comfort when it comes to their personal financial affairs. What we want, what is most important to us, is our client’s financial well-being. Partnering with IAA provides us with the tools and expertise to do just that.”

 

“IAA is perfect for advisors looking to balance continuity for their clients while taking ownership of their business,” added Robert Russo, CEO and Founder of IAA. “We specialize in acquisition and succession planning needs for financial advisors and offer a comprehensive suite of support services. This, combined with Way & Way’s dedication to top-tier client service, makes them a good fit with IAA’s offering and culture. We look forward to supporting them as they continue to grow and deliver the level of service their clients have come to expect.”

 

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 150 partner firms, servicing more than $15 billion of client assets of which $11 billion are assets under management as of December 2021. For more information, visit www.independentadvisoralliance.com.  

 

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 

 

**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, Way & Way, and LPL are separate entities.

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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