Daniel Crockett
Investment adviser representative at Independent Advisor Alliance, LLC
14 yearsExperience
6 statesRegistered in
$17.2BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Independent Advisor Alliance, LLCDec 2025 to now
- LPL FinancialDec 2025 to now
- Wells Fargo Clearing Services, LLC (Sep 2022 to Nov 2025
- J.P. Morgan Securities, LLCDec 2012 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 6 states (KY, MO, NC, OH, PA, TX).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2983588
- Firm CRD
- 168267