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Charlene B
Series 63, Series 66
Fremont, CA
Independent Advisor Alliance, LLC
Charlene Burkhardt is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 28 years of industry experience and has been associated with Independent Advisor Alliance and LPL Financial since 2016. She is also president of Moore Financial Services, where she provides tax preparation and management services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network of advisory representatives and multiple investment strategies, supported by technology platforms and a governance model involving supervised IARs and third-party managers.
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