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 [...]
Read MoreCHARLOTTE, N.C. – November 1, 2021 – Independent Advisor Alliance (IAA) announced today that it has launched Sage Insurance Partners (SIP) to provide advisors with insurance solutions for comprehensive financial planning. “We’re a service company,” said Robert Russo, CEO and Founder of IAA. “Our goal above all else is to provide advisors with a holistic [...]
Read MoreCHARLOTTE, N.C. – August 4, 2021 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, announced today that Castle Wealth Partners has joined its network of independent advisors. Founded by industry veteran Mark Castle, CFP®, CIMA®, the newly minted Castle Wealth Partners manages more than $315M [...]
Read MoreCHARLOTTE, N.C. – August 25, 2021 – Independent Advisor Alliance is excited to welcome Kip Kiser to the firm as Director of Insurance and Advanced Planning! With over 30 years of industry experience specializing in designing and implementing advanced insurance strategies, Kip will oversee IAA’s newly formed insurance division. Focusing on customized support of advisors [...]
Read More
