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Charles W
Series 66
Roanoke, VA
Independent Advisor Alliance, LLC
Charles White is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and six years of industry experience. His work history includes roles at LPL Financial LLC, Equitable Advisors, AXA Advisors LLC, and Summit Springs, Inc. He also served with the Boy Scouts of America, Blue Ridge Mountains Council. White serves on the board of Summit Springs, Inc., a for-profit organization. Independent Advisor Alliance works with 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 combines a network of advisory representatives with access to brokerage services through LPL Financial and utilizes technology platforms to enhance portfolio management and estate planning.
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