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Miriam M Favor

Investment adviser representative at Independent Advisor Alliance, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$17.2BFirm assets

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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

13 years in the industry.

  1. Independent Advisor Alliance, LLCMay 2025 to now
  2. Ameritas Life Insurance CompanyMay 2021 to now
  3. LPL Financial, LLCMay 2021 to now
  4. Council Family OfficeMar 2023 to May 2025
  5. Advisor Resource CouncilMay 2021 to May 2025
  6. Massmutual Life Insurance CoMay 2013 to May 2021
  7. MML Investors Services LLCMay 2013 to May 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014

State registrations

Registered as an investment adviser representative in 2 states (LA, 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
4490774
Firm CRD
168267
Advisor's SEC record (opens in a new tab)
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