William Drake Connor

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

• 08/2013 → 10/2022
  Triad Advisors
  Norcross, GA
• 08/2013 → Present
  Meld Financial, Inc.
  Birmingham, AL

Previous Registrations

• 2020-09-23 → 2024-07-24
  Meld Financial, Inc.
  Birmingham, AL
• 2007-11-15 → 2010-11-12
  Ronald Blue & Co., Llc
  Birmingham, AL

Other Businesses

1)Vestavia Hills Rotary;not investment related;1032 Montgomery Hwy,Birmingham,AL 35216;civil;communications chair;10/1/2020;4 hrs/month;0 hrs during trading;keep membership informed and maintain website 2)Vestavia Hills City School Foundation;not investment related;905 Montgomery Hwy,Birmingham,AL 35216;school foundation;grant committee co-chair;7/1/2019;1 hr/month;0 hrs during trading;review grant requests 3)St. Mark United Methodist Church;not investment related;2901 Columbiana Rd,Vestavia Hills,AL 35216;church;finance committee member;11/1/2020;1 hr/month;0 hrs during trading;provide financial oversight for St. Mark UMC 4)Cub Scout Pack 1-Vestavia Hills;not investment related;2061 Kentucky Ave,Birmingham,AL 35216;cub scout troop;treasurer;11/1/2020;2 hrs/month;0 hrs during trading;treasurer for cub scout pack 5)08/01/2024 - Wealth Balance Advisors - DBA for RIA business - Vestavia, AL - 100% - Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2020-08-21
• S65 Uniform Investment Adviser Law Examination
  2007-11-14

Other Names

• William Drake Conner