Marla A Warner

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

• 01/2015 → Present
  Lpl Financial Llc
  Mt Pleasant, SC
• 01/2015 → 11/2024
  Davinci Financial Designs, Llc
  Mt Pleasant, SC
• 11/2024 → Present
  Independent Advisor Alliance
  Mt Pleasant, SC

Previous Registrations

• 2017-06-28 → 2024-12-19
  Davinci Financial Designs
  Newport News, VA
  Columbia, SC

Other Businesses

1. 11/25/2024 - Precision Point Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 6/17/2021 - Brim and Associates CPAs - Investment Related - Home Based & Smithfield VA - Outside/W-2 Employment - Tax Preparer - Started 12/01/2020 - 60 Hours Per Month/0 Hours During Securities Trading - Hired on a part time basis to assist with tax prep for their clients during the 2020 tax season. 3. 12/03/2024 - Precision Point Wealth Managment - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business location(s) - Start Date 11/21/2024 - 160 Hours per Month/ During Trading 4.12/19/2024 - Precision Point Wealth Managment - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business location(s) - Start Date 11/21/2024 - 160 Hours per Month/ 130 Hours During Trading 5. 12/19/2024 - Independent Advisor Alliance, LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business location(s) - Start Date 11/21/2024 - 160 Hours per Month/ 120 Hours During Trading - I provide administrative support to Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 11/2024. I expect to spend approximately 160 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
  2017-05-18
• S63 Uniform Securities Agent State Law Examination
  2013-03-08

Other Names

• Marla Ann Lonneman