Jacqueline E Budd
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, LLCOct 2025 to now
- LPL Financial LLCJun 2024 to now
- UnemployedJul 2023 to Jun 2024
- Sacred Heart CathedralSep 2020 to Jul 2023
- University of KnoxvilleAug 2019 to Sep 2020
- Blaze PizzaMar 2018 to Aug 2019
- Ravenwood High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, TN).
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
- 7938708
- Firm CRD
- 168267