David Everett Mckenzie
Investment adviser representative at Independent Advisor Alliance, LLC
23 yearsExperience
4 statesRegistered in
$17.2BFirm assets
12 yearsFirm in business
Are you David Everett Mckenzie? Claim your profile
Contact this firm
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
23 years in the industry.
- Revant Wealth Management GroupMar 2025 to now
- Independent Advisor Alliance, LLCDec 2024 to now
- LPL Financial, LLCSep 2009 to now
- Cnb ConsultingNov 2003 to now
- Provence Wealth Management GroupApr 2021 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 4 states (CA, LA, NV, 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
- 4774753
- Firm CRD
- 168267