IAA News

Q2 2017

LPL FINANCIAL AND INDEPENDENT ADVISOR ALLIANCE WELCOME SOCRATIC WEALTH ADVISORS

Publish Date: June 15, 2017

For Immediate Release CHARLOTTE, N.C. – June 15, 2017 – Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced that Socratic Wealth Advisors has joined LPL’s broker/dealer platform and aligned with Independent Advisor Alliance (IAA), an independent advisory firm on… Read more »

CHARLOTTE FIRM HAS GROWN OPERATIONS TO EIGHT STATES

Publish Date: April 17, 2017

[April 17, 2017]  Charlotte, NC–   Independent Advisor Alliance [IAA], a hybrid Registered Investment Advisor firm located in Charlotte, NC, welcomed a new branch office in Reading, Pennsylvania this week.  Founded in 2007 by Robert Russo, IAA has branch offices in North Carolina, South Carolina, Alaska, California, Florida, Tennessee, Virginia and now Pennsylvania as well. Michael… Read more »

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