Charlotte, N.C.–   October 10, 2016

Independent Advisor Alliance, a Ballantyne-based hybrid RIA firm [Registered Investment Advisor], recently held its annual advisor conference in Charleston, SC.  The two-day event for nearly 70 independent financial advisors and their spouses included a horse-drawn carriage ride, dinner at Hall’s Chop House and a stay at the historic Francis Marion Hotel.  Even more impressive was the lineup of speakers for the conference portion of this event.

Burt White, Chief Investment Officer and Managing Director of Research at LPL Financial was the highly anticipated keynote speaker.  Mr. White, an ever-talented presenter, engaged the audience during the morning session while providing an update on the markets, an outlook on the upcoming election and by explaining the importance of community; the conference theme.

Also presenting at the conference was Bill Acheson, professional speaker, renowned body language expert, and faculty member of the Dept. of Communications at the University of Pittsburgh for over 20 years. Mr. Acheson entertained guests with his ‘educomedy’ and provided applicable tips for successful non-verbal communication in a sales and consulting environment.

Attendees were also intrigued by the celebrity speaker, Coach Phillip Fulmer.  Mr. Fulmer coached the University of Tennessee football team for 17 seasons, mentored 18 All-Americans and 92 NFL draft picks, and was inducted into the College Football Hall of Fame in 2012.  He motivated the IAA community by encouraging all to push on through adversity and to reach goals through a solid commitment to do so.

‘We are incredibly pleased to have provided our advisor community with such a quality program at this year’s conference and are grateful for the participation of the advisors, sponsors, and speakers,” stated Robert Russo, Founder and CEO of Independent Advisor Alliance.

The IAA Annual Conference was generously sponsored by several firms including but not limited to CNL Securities, Delaware Investments, NY Life/ Mainstay and Rock Harbor/ Bright Rock.

Throughout 2016, Independent Advisor Alliance has welcomed 25 new advisors into its community and has expanded its territory to cover seven states.

About Independent Advisor Alliance

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. Through its hybrid RIA model, IAA provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2007, today IAA serves more than 65 independent LPL financial advisors, servicing a total of more than $1.5 billion of retail client assets, and seeks to grow as a destination for independent advisors throughout the Southeast. For more information, visit

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



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