John Fred Shrewsbury

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

• 07/2005 → Present
  Lpl Financial Llc (Formerly: Linsco Private Ledger)
  Bryant, AR
• 04/2007 → 09/2022
  Genwealth Financial Advisors, Llc
  Bryant, AR
• 09/2022 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2007-08-30 → 2022-12-14
  Genwealth Financial Advisors, Llc
  Bryant, AR
  Hot Springs Village, AR
  Lonoke, AR
  Bryant, AR
  Bryant, AR

Other Businesses

(1) 10/15/2012: DBA ONLY / GENWEALTH FINANCIAL ADVISORS/ BRYANT, AR (2) 12/17/2013 - GENWEALTH FINANCIAL ADVISORS - NON-VARIABLE INSURANCE - USING BROKERAGE AGENCY TO WRITE LIFE/LTC/FIXED ANNUITY BUSINESS. - TIME SPENT 5% - BRYANT, AR 3. 9/30/2022 - Independent Advisor Alliance - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Charlotte, NC 4. 09/30/2022 - GENWEALTH FINANCIAL ADVISORS/ DBA FOR RIA BUSINESS (ENTITY FOR RIA BUSINESS)/ 100%/ BRYANT, AR (5) 2/13/2017 - GenWealth Insurance Services LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Managing partner and agent - Started 02/01/2017 - 20 Hours Per Month/15 Hours During Securities Trading. (6) 2/21/2017 - AdvisorOnline (powered by GenWealth) - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/15/2017 - 5 Hours Per Month During Securities Trading. (7) 11/16/2018 - Momentum Media - Not Investment Related - 606 West Commerce, Suite 1, Bryant AR 72022 - Other-Business Owner - Started 03/01/2016 - 2 Hours Per Month/0 Hours During Securities Trading - Advertising Agency. (8) 9/2/2020 - Prosper Properties LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 08/10/2020 - 1 Hour Per Month During Securities Trading. (9) 2/18/2022 - No Business Name - Not Investment Related - Conway AR - Real Estate Rental - Started 02/02/2022 - 2 Hours Per Month/0 Hours During Securities Trading - Purchasing house to rent to daughter for her personal residence. (10) 10/13/2022 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 09/30/2022 - 80 Hours Per Month/60 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's 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. (11) 10/13/22 - Independent Advisor Alliance - DBA: GenWealth Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 09/30/2022 - 80 Hours Per Month/60 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-14
• S63 Uniform Securities Agent State Law Examination
  1989-12-26

Other Names

• John Fred Shresbury