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Charles David Skinner

Advisor at Independent Advisor Alliance, LLC — El Dorado, AR

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

10 years

Location

El Dorado, AR 71730

Independent Advisor Alliance, LLC logo

Independent Advisor Alliance, LLC

Enterprise

Total advisors

301

Across 167 offices

Clients per advisor

140 Very High

Avg AUM per client

$386,491 Typical

HNW client ratio

37% High

About

Charles Skinner is a CFP® with 10 years of experience in the financial services industry. He is currently with Independent Advisor Alliance, LLC and has previously worked at LPL Financial and GenWealth Financial Advisors. Skinner also holds a notary public role outside of his advisory work. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a network model supported by discretionary and non-discretionary portfolio management and a range of investment strategies.

Client services

Based on Independent Advisor Alliance, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Independent Advisor Alliance, LLC

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses

Occupation focus

Based on Independent Advisor Alliance, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning flat fees typically range from $0 to $15,000; Wealth coaching fixed fees range from $250 to $10,000 per quarter; Retirement Plan Consulting Services may include one-time flat rate fees for project specific work

Percentage

$0+: up to 2.00% annually (maximum) $0+: typical maximum of 1% annually for Retirement Plan Consulting Services fees based on percentage of plan assets

Project-based

Up to $500 per hour for financial planning and consulting services

Subscriptions

Wealth.com Estate Planning fees charged monthly or quarterly, negotiable; Wealth coaching charged quarterly in advance, fixed fee

Location

See office

El Dorado, AR

301 N. Washington Ave., Ste 101

El Dorado AR 71730

Advisors at this office

1

Most active in

Arkansas · Louisiana · Texas

Work history

10 years of industry experience

Independent Advisor Alliance

2022 - Present • 4 years

Charlotte, NC

LPL Financial, llc

2015 - Present • 11 years

El Dorado, AR

GenWealth Financial Advisors, LLC

2015 - 2022 • 7 years

El Dorado, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bruce B

CFP®, Series 65

El Dorado, AR

Mustard Seed Wealth Management

Bruce Butterfield is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Mustard Seed Wealth Management since 2005 and currently works at the firm's El Dorado, Arkansas office. Outside of his advisory role, he is a 50% owner of a commercial real estate business in El Dorado. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in assets.

General retirement planning General tax planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive
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Gregory H

Series 63, Series 66

El Dorado, AR

International Assets Investment Management, LLC

Gregory Harrison is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Ameriprise Financial Services Inc and Edward Jones. Outside of his advisory work, he is co-owner of The Olde Towne Store, a grocery, restaurant, and bakery in El Dorado, Arkansas, and serves in various community roles including finance committee member of 1st Baptist Church, commissioner of the El Dorado Oilers baseball team, and chairman of the board for The Hannah Center. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm emphasizes customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and offers access to third-party money managers and financial planning services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Robert W

Series 66

El Dorado, AR

Benjamin F. Edwards & Company, Inc.

Robert Waggoner is a Series 66-licensed financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. He has worked at Benjamin F. Edwards since 2017, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A.G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, utilizing proprietary strategies and third-party models across equity and fixed income portfolios.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Laney M

CFP®, Series 63, Series 66

El Dorado, AR

Benjamin F. Edwards & Company, Inc.

Laney Mitcham is a CFP® professional with 28 years of industry experience currently at Benjamin F. Edwards & Company, Inc., where she has worked for nine years. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. She is also an instructor of finance at Southern Arkansas University. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth clients, and institutional organizations, offering a range of advisory programs, financial planning, and investment management solutions.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner

Victoria Y

Series 66

El Dorado, AR

Edward Jones

Victoria Young is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2019 and previously was with Emrich & Scroggins, LLP for three years. Young also has a background in academia through her time at Southern Arkansas University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs Educators, Teachers, and Academics Founder/Business Owner Women Professionals
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Todd C

CFP®, Series 63, Series 65

El Dorado, AR

Wells Fargo Clearing

Todd Connelly is a CERTIFIED FINANCIAL PLANNER™ professional with 40 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC and ten years with A.G. Edwards & Sons, Inc. Outside of his advisory work, he has a 75% ownership interest in Calhoun Farm Timberland and Mineral Royalties in Magnolia, Arkansas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions utilizing research from Wells Fargo Investment Institute alongside third-party data and diversification principles.

Retired Founder/Business Owner
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