Trinity N Hawthorne
Investment adviser representative at Independent Advisor Alliance, LLC
11 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
11 years in the industry.
- Independent Advisor Alliance, LLCAug 2026 to now
- LPL FinancialJul 2026 to now
- LPL Financial LLCSep 2023 to May 2026
- UnemployedMay 2023 to Sep 2023
- KpmgJan 2023 to Mar 2023
- AmeritasMay 2022 to Nov 2022
- LutzJan 2022 to Apr 2022
- Andrew Simmons Cpa PcDec 2021 to Jan 2022
- LutzJun 2021 to Nov 2021
- Firework's RestaurantNov 2019 to Jul 2020
- University of Nebraska LincolnAug 2019 to May 2023
- Prairie Creek WineryApr 2019 to Jun 2021
- Sun Tan CityApr 2018 to Mar 2019
- BuckleNov 2017 to Feb 2018
- MauricesJun 2016 to Sep 2017
- Heartland Lutheran High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, NE).
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
- 7729717
- Firm CRD
- 168267