Kevin Fredrick Tyrrell

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 12/2018
  Independent Financial Partners
  Houston, TX
• 02/2012 → Present
  Lpl Financial Llc
  Houston, TX
• 12/2018 → Present
  Independent Advisor Alliance, Llc
  Houston, TX

Previous Registrations

• 2012-02-29 → 2018-12-11
  Independent Financial Partners
  Seabrook, TX
  Houston, TX
• 2009-10-23 → 2012-03-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 1998-01-01 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Houston, TX
  Houston, TX

Other Businesses

1. 11/16/2018 - Tyrrell and Associates Wealth Management, LLC - DBA: Tyrrell and Associates Wealth Management, LLC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:12/26/2012 - 40 Hours Per Month/40 Hours During Trading. 2. 12/11/2018 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 11/19/2018 - 100 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 12/11/2018. I expect to spend approximately 100 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 12/20/2018 - Independent Advisor Alliance - DBA: (Hybrid)Tyrrell and Associates Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 11/16/2018 - 100 Hours Per Month/10 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 12/20/2018. I expect to spend approximately 100 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-10
• S63 Uniform Securities Agent State Law Examination
  1987-12-01