Independent Advisor Alliance Adds To Its Expanding Regional Base

Independent Advisor Alliance, a community hybrid solution in the Carolinas, recently welcomed Ty Hensley to their firm. Hensley, formerly with Cetera, affiliated with IAA and LPL Financial on October 1, 2015 and will operate as Blackbridge Financial.

Building on 21 years of experience, Hensley has specialized in Retirement Planning and Retirement Asset Management. Believing that a sound income plan should evaluate Social Security options, tax strategies and the latest investment tools, he strives to bring the many complex factors of financial planning to a concise straight forward course of action.

On his transition, Hensley stated “IAA has demonstrated that their turn-key transition program is a formula for success.” He continued by adding, “IAA was with me from day one of my decision and once it was ‘game time’, we relied on their amazing team to coordinate all aspects of our move.”

Robert Russo, Founder and CEO of Independent Advisor Alliance, commented saying, “Our close proximity to both Ty’s office and the LPL headquarters allows us to provide personalized service, hands-on support and the ability to introduce valuable resources to help him grow his practice.” Russo added, “We look forward to many successful years ahead with Ty.”

About Blackbridge Financial

Blackbridge Financial is a full-service institutional and private wealth management firm focusing on retirement plan consulting, participant education, and private wealth management. For the past three years, the Charlotte Business Journal has named Blackbridge Financial a winner of its ‘Fast 50’ award which is presented to rapidly growing private companies in the Charlotte region.* Hensley’s branch is located in South Park. For more information, visit www.blackbridgefinancial.com.

 

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 50 independent LPL financial advisors throughout the Carolinas, servicing a total of more than $1.5 billion of retail client asset, and seeks to grow as a destination for independent advisors throughout the Southeast. For more information, visit www.independentadvisoralliance.com.

 

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $486 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,100 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2015). LPL Financial and its affiliates have 3,385 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

 

* Companies qualified for the rankings based on a formula that reflects dollar and percentage growth during a three-year period. To qualify, companies had to have at least $1 million in revenue based on the year and be based in the Charlotte region.

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

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