Juliet Penna
Investment adviser representative at Independent Advisor Alliance, LLC
26 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
26 years in the industry.
- Independent Advisor Alliance, LLCJun 2022 to now
- Blackbridge FinancialNov 2020 to now
- LPL Financial LLCNov 2020 to now
- Wells Fargo AdvisorsDec 2019 to Nov 2020
- Pickens County Library System-central Clemson BranchApr 2019 to Dec 2019
- ProquestOct 2000 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7217694
- Firm CRD
- 168267