Columbia, SC Devine Street Office
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Independent Advisor Alliance, LLC
Enterprise
Firm-wide stats for Independent Advisor Alliance, LLC
About
Independent Advisor Alliance (IAA) works with a broad mix of clients — individuals (including high‑net‑worth), small businesses, pooled vehicles, charitable organizations, and retirement plans — offering asset management on both wrap and non‑wrap bases, financial planning, wealth coaching, and retirement plan consulting (including ERISA 3(21) and 3(38) services). The firm also acts as a solicitor and refers clients to third‑party managers and turnkey platforms when appropriate.
IAA’s advisory representatives provide both discretionary and non‑discretionary portfolio management and may implement strategies using model portfolios, sub‑advisors, and a range of analytical techniques (fundamental, quantitative, technical, and modern portfolio theory). The firm leverages technology platforms (for example, a third‑party held‑away account platform and an estate‑planning platform) to aggregate assets, rebalance held‑away accounts, and deliver digital estate‑planning workflows alongside traditional planning and coaching.
Compared with many large peers, IAA combines a network model of several hundred advisory representatives operating under independent DBA names with uncommon industry ties: many IAA representatives are dually registered to perform brokerage services through LPL Financial (IAA is partly owned by LPL), and the firm offers access to a third‑party estate‑planning platform that can connect clients to local T&E attorneys. IAA is not structured as an affiliation of multiple independent registered investment advisers, instead relying on supervised IARs, sub‑advisors, and third‑party managers to deliver client services — a governance and referral model that investors should note.
Based on Independent Advisor Alliance, LLC
Expertise
Based on Independent Advisor Alliance, LLC
Location
3112 Devine Street
Columbia SC 29205
Advisors at this office
3
Advisors at this office
Jeb Z
CFP®, Series 63, Series 65
Columbia, SC
Independent Advisor Alliance, LLC
Jeb Zoller is a CFP® with 23 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has worked at LPL Financial since 2012 and was involved with Davinci Financial Designs for a decade. His other business activities include operating as a non-variable insurance agent. 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 utilizes discretionary and non-discretionary portfolio management with various strategies and technology platforms, combining an independent advisory network with brokerage services through LPL Financial.
David G
Series 66
Columbia, SC
Independent Advisor Alliance, LLC
David Gilliam III is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Edward Jones, LPL Financial, and Flexion Therapeutics. Gilliam also operates Sage Financial Systems, LLC and serves as an insurance agent through Sage Insurance Partners. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and integrates technology platforms to provide portfolio management and estate-planning services.
Nicholas S
Series 66
Columbia, SC
Independent Advisor Alliance, LLC
Nicholas Sherrer is a financial advisor at Independent Advisor Alliance, LLC with a Series 66 designation. He has held roles at Independent Advisor Alliance, LPL Financial LLC, and Sage Financial Systems, among others, with work experience spanning various positions since 2014. Outside of finance, his background includes employment in education and retail sectors. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management approaches and integrates technology platforms to enhance client services.
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