South Portland, ME 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
2
Of 303 advisors across 167 offices
Location
14 Gary Maietta Way
South Portland ME 04106
Advisors at this office
2
Advisors at this office
Peter M
CFP®, Series 66
South Portland, ME
Independent Advisor Alliance, LLC
Peter Metcalf Jr. is a CFP® professional with 16 years of industry experience, currently advising through Independent Advisor Alliance, LLC. He has worked at Morgan Stanley in various capacities from 2014 to 2024 and joined LPL Financial in 2024. He operates multiple investment advisory entities under Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing comprehensive asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management with the use of model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms to enhance client service.
Mark R
CFP®, Series 65
South Portland, ME
Independent Advisor Alliance, LLC
Mark Roberts is a CFP® and Series 65-licensed advisor with Independent Advisor Alliance, LLC, bringing two years of industry experience. He also serves as a senior fire investigator for the State of Maine and operates Retire ME Info, LLC, which focuses on retirement plan education and life insurance sales. Independent Advisor Alliance works with a diverse client base, including individuals, small businesses, and retirement plans, providing financial planning, wealth coaching, and portfolio management services through both discretionary and non-discretionary strategies. The firm utilizes a combination of model portfolios, sub-advisors, and technology platforms to support asset management and estate planning.
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