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Caden C
Series 66
Irmo, SC
Independent Advisor Alliance, LLC
Caden Clamp is a financial advisor at Independent Advisor Alliance, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a network model supported by technology platforms and provides access to both discretionary and non-discretionary portfolio management strategies.
Joseph P
Series 66
Irmo, SC
Independent Advisor Alliance, LLC
Joseph Perritt is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and six years of industry experience. He previously worked with Ameriprise and LPL Financial and has a background that includes roles at the University of South Carolina and coaching for its football team. 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 combines independent advisory representatives with brokerage services provided through LPL Financial and utilizes technology platforms to support comprehensive planning and portfolio management.
Benjamin O
Series 66
Irmo, SC
Independent Advisor Alliance, LLC
Benjamin Orner is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and five years of industry experience. Prior to his advisory role, he worked at the South Carolina Department of Disabilities and Special Needs and Columbia International University. He serves as a board member of the Kingston Forrest Homeowners Association in Irmo, SC. 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 consulting, utilizing both discretionary and non-discretionary management along with various analytical strategies and technology platforms.
Alexander L
Series 66
Irmo, SC
Independent Advisor Alliance, LLC
Alexander Lewis is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has nine years of industry experience and has also been affiliated with LPL Financial, LLC since 2016. Outside of his advisory roles, he provides tax preparation services through a related business activity. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary portfolio management with the use of various investment strategies and technology platforms.
Sean M
Series 66
Irmo, SC
Independent Advisor Alliance, LLC
Sean Mc Culloch is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and two years of industry experience. He has worked at LPL Financial since 2024 and has a background that includes various roles in education and veterans' services. Independent Advisor Alliance serves a diverse client base that includes individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management strategies supported by a network model and technology platforms.
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