Kary Nikolai Brownlee

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
• 06/2012 → 01/2019
  Independent Financial Partners
  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 → 2012-07-10
  Morgan Stanley
  Atlanta, GA
• 2003-03-19 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA
  Atlanta, GA

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. 10/23/2013: No Business Name - Not Investment Related - OTHER-COACH/REFEREE - YOUTH SOCCER REFEREE - Time Spent 1% - PERIODICALLY SERVE AS A YOUTH SOCCER REFEREE FOR VARIOUS LOCAL SOCCER CLUBS. THE DUTIES ARE LIMITED TO OFFICIATING YOUTH SOCCER GAMES. THERE ARE NO MANAGERIAL, ADMINISTRATIVE, OR FINANCIAL RESPONSIBILITIES. 3. 1/30/2019 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/22/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory 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 firm is separate from and independent of LPL Financial. 4. 2/11/2020 - Independent Advisor Alliance - DBA: (Hybrid) Freedom Wealth Partners, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/22/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - Provides Investment Advice for a fee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-12
• S63 Uniform Securities Agent State Law Examination
  2002-06-26