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Georgia Kate Stuart

Investment adviser representative at Independent Advisor Alliance, LLC
10 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

10 years in the industry.

  1. Independent Advisor Alliance, LLCNov 2025 to now
  2. LPL FinancialJun 2025 to now
  3. Dillard's Corporate OfficeJun 2024 to Aug 2024
  4. Cracker BarrelJun 2023 to Aug 2023
  5. TargetMay 2022 to Aug 2022
  6. Ouachita Baptist UniversityAug 2021 to May 2025
  7. Chester Recreational AssociationMay 2020 to Aug 2021
  8. Guardian Christian AcademyAug 2018 to Jun 2021
  9. Thomas Dale HighschoolJan 2018 to Jun 2018
  10. Conway Junior High SchoolAug 2016 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
8120068
Firm CRD
168267
Advisor's SEC record (opens in a new tab)
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