Kevin Raphael Kelly
Investment adviser representative at Independent Advisor Alliance, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Independent Advisor Alliance, LLCAug 2025 to now
- LPL Financial LLCAug 2019 to now
- Hergenroeder Financial Advisors, Inc.Aug 2019 to Aug 2025
- Family Trust FcuMay 2017 to Aug 2019
- The Flipside RestaurantNov 2016 to May 2017
- Withrop UniversityAug 2014 to May 2018
- Grill Marx Steak House and Raw BarMar 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6997952
- Firm CRD
- 168267