Carrollton, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$16,320,344,150
ClientsTotal clients
42,227
AdvisorsAdvisors at this office
3
Of 303 advisors across 167 offices
Location
108 Corporate Drive
Carrollton GA 30117
Advisors at this office
3
Advisors at this office
Jason B
Series 66
Carrollton, GA
Independent Advisor Alliance, LLC
Jason Backus is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously with Independent Financial Partners. Outside of his advisory roles, he is affiliated with Villa Rica First United Methodist Church. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting, using a combination of discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.
Jason N
Series 66
Carrollton, GA
Independent Advisor Alliance, LLC
Jason Norton is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and previously with Independent Financial Partners and LPL Financial. Norton is also a notary public. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and wealth coaching. The firm utilizes both discretionary and non-discretionary portfolio management strategies and integrates various analytical techniques and technology platforms to deliver comprehensive advisory services.
Kimberly M
Series 66
Carrollton, GA
Independent Advisor Alliance, LLC
Kimberly Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. She has been affiliated with LPL Financial, LLC and Independent Advisor Alliance since 2016. Outside of advising, she is also a notary. Independent Advisor Alliance serves a broad client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management with various analytical strategies and leverages technology platforms to enhance service delivery.
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