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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Independent Advisor Alliance, LLC 11 months, 3 weeks Sep 2018 - Present
LPL Financial LLC 7 years, 5 months Mar 2012 - Present
Independent Financial Partners 6 years, 9 months Mar 2012 - Dec 2018
Edward Jones 5 years, 8 months Jun 2006 - Feb 2012

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Erin Eiras

Five Strategies for Tax-Efficient Investing
Published 2013-08-01 18:21:12
Insurance Needs of Small-Business Owners
Published 2013-08-01 18:16:29
Bond Market Outlook: Points to Ponder
Published 2013-08-01 18:12:07
Do You Need Disability Income Insurance?
Published 2013-08-01 17:59:39
Six Tips for Managing an Inheritance
Published 2013-08-01 17:43:54
InVestra Outlook 07-2013
Published 2013-08-01 17:35:17
    *Articles are published by advisors without compensation.

    Answers

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    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      May 31, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      May 31, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Independent Advisor Alliance, LLC

    Last updated on June 12, 2019
      • $4.7B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 24K
        Accounts
      • $195.8K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements