Janet Elise Walker

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
  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. 9/30/2022 - Independent Advisor Alliance - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Charlotte, NC 2. 10/15/2012: GENWEALTH FINANCIAL ADVISORS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 3. 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. 4. 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. 5. 8/27/2020 - Prosper Properties, LLC - Investment Related - 612 W Commerce Dr, Suite 2 Bryant, AR 72022 - Real Estate Rental - Started 08/10/2020 - 1 Hour Per Month During Securities Trading - Business is being formed to be the owner of a new office building. 6. 9/21/2021 - GenWealth Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/18/2013 - 8 Hours Per Month During Securities Trading - Write Life/LTC/Fixed Annuity/Medicare Business. 7. 01/13/2022 - Abiding Properties, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 12/14/2021 - 1 Hour Per Month/0 Hour During Securities Trading. 8. 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 9/2022. 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. 9. 10/13/2022 - 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 10. 12/04/2024 - DanJan Properties, LLC - Real Estate Rental - Benton, AR - Investment Related - Start Date 10/20/2021 - 1 hour per month/ 0 hours during trading 11. 12/04/2024 - Abiding Properties, LLC - Real Estate Rental - Heber Springs, AR - Investment Related - Start Date 12/14/2021 - 1 hour per month/ 0 hours during trading 12. 12/16/2024 - Sage Insurance Partners - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 4 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-23
• S63 Uniform Securities Agent State Law Examination
  2001-10-31

Other Names

• Janet Elise Waldrip