Brandon M Lancaster
Investment adviser representative at Independent Advisor Alliance, LLC
19 yearsExperience
4 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
19 years in the industry.
- Independent Advisor Alliance, LLCOct 2023 to now
- LPL Financial, LLCOct 2023 to now
- New Market Financial AdvisorsMay 2007 to now
- Ifp Securites, Inc.Mar 2022 to Oct 2023
- Independent Advisor Alliance, LLCMay 2019 to Mar 2022
- Independent Financial PartnersJun 2011 to May 2019
- LPL Financial LLCMay 2011 to Mar 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 4 states (FL, LA, OH, PA).
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
- 5099257
- Firm CRD
- 168267