Joseph Alexander Perritt
Investment adviser representative at Independent Advisor Alliance, LLC
17 yearsExperience
8 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
17 years in the industry.
- Independent Advisor Alliance, LLCApr 2021 to now
- LPL Financial LLCApr 2021 to now
- Ameriprise Financial Services, LLCJun 2019 to Mar 2021
- University of South CarolinaAug 2017 to May 2021
- University of South Carolina Football TeamJun 2017 to Jun 2019
- Abner MontessoriOct 2016 to Aug 2017
- Camp Cedar CliffJun 2014 to Aug 2019
- Chapin Elementary/middle/highAug 2009 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 8 states (AL, FL, GA, LA, NC, SC, TX, VA).
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
- 7112443
- Firm CRD
- 168267