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Timothy M
CFP®, Series 63, Series 65
Erie, PA
Independent Advisor Alliance, LLC
Timothy Moore is a financial advisor with Independent Advisor Alliance, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including eight years at Ameriprise Financial Services and five years with LPL Financial and Independent Advisor Alliance. Outside of his advisory role, he operates a real estate rental business under the name Lake Daze. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and offers portfolio management using various strategies and technologies, alongside access to third-party managers and estate-planning resources.
Douglas W
Series 66
Columbia, SC
Independent Advisor Alliance, LLC
Douglas Way is a Series 66 credentialed financial advisor with 11 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has previously worked at LPL Financial, LLC and Stephens Inc. based in Columbia, SC. Independent Advisor Alliance serves a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a network model with supervised advisory representatives and utilizes technology platforms to support portfolio management and estate planning.
Nathaniel C
Series 66
Charlotte, NC
Independent Advisor Alliance, LLC
Nathaniel Chambers II is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial, LLC and Linsco/Private Ledger Corp. since 2007. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and utilizes various investment strategies and technology platforms to deliver its services.
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