Chad William Roller
Investment adviser representative at Independent Advisor Alliance, LLC
20 yearsExperience
2 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
20 years in the industry.
- Independent Advisor Alliance, LLCSep 2022 to now
- LPL Financial LLCJan 2018 to now
- Genwealth Financial Advisors, LLCJan 2018 to Sep 2022
- Proequities, IncAug 2007 to Dec 2017
- Gordon FinancialApr 2006 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (AR, 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
- 5139916
- Firm CRD
- 168267