Adam Anderson Burke
Investment adviser representative at Independent Advisor Alliance, LLC
11 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
11 years in the industry.
- Independent Advisor Alliance, LLCJun 2026 to now
- LPL FinancialSep 2024 to now
- Ouachita Baptist UniversityAug 2023 to May 2026
- Gw Lighting & HomeAug 2022 to Jul 2024
- Family Farm Christian Day CampMay 2019 to Jul 2021
- Harmony Grove SchoolAug 2015 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AR).
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
- 7985467
- Firm CRD
- 168267