Leana Lynn D'ALoisio

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

• 06/2012 → Present
  Lpl Financial Llc
  Kennesaw, GA
• 01/2019 → Present
  Independent Advisor Alliance, Llc
  Kennesaw, GA

Previous Registrations

• 2012-06-15 → 2019-01-22
  Independent Financial Partners
  Kennesaw, GA
  Kennesaw, GA
• 2009-06-01 → 2012-07-09
  Morgan Stanley
  Atlanta, GA
• 2003-08-06 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA
  Atlanta, GA
• 2003-05-05 → 2003-08-04
  Pruco Securities, Llc.
  Raleigh, NC

Other Businesses

1. 06/12/2012: FREEDOM WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/22/2019 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - ADMIN. - Start Date: 01/22/2019 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 1/22/2019. I expect to spend approximately 160 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 advisory firm is separate from and independent of LPL Financial. 3. 11/17/2022 - Independent Advisor Alliance - DBA: Freedom Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 01/30/2019 - 200 Hours Per Month/40 Hours During Securities Trading - I provide administrative support to Independent Advisor Alliance., an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 200 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-30
• S63 Uniform Securities Agent State Law Examination
  2001-04-19

Other Names

• Leana Lynn D'ALoisio
• Stiffler
• Leana Lynn Stiffler
• Leana D. Mcdonald