Anna Danielle Robbins

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

• 05/2013 → Present
  Lpl Financial Llc
  Bend, OR
• 11/2014 → 08/2025
  Financial Advocates Investment Management
  Bend, OR
• 08/2025 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2013-05-17 → 2025-09-25
  Financial Advocates Investment Management
  Olympia, WA
  Portland, OR
  Bend, OR
  Oregon City, OR
• 2008-06-05 → 2013-05-17
  Edward Jones
  St Louis, MO
  Bend, OR
  Bend, OR

Other Businesses

1 05/09/2013 - TALLUS CAPITAL MANAGEMENT - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 08/01/2013 - AR PLANNING SOLUTIONS - AT REPORTED BUSINESS LOCATION(S) - OTHER-FOR ACCOUNTING PURPOSES ONLY. 3. 06/17/2015 - NO BUSINESS NAME - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - STARTED 06/01/2015 - 1 HOUR PER MONTH DURING SECURITIES TRADING. 4. 09/08/2025- Independent Advisor Alliance, LLC-Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 08/29/2025- 160 Hours Per Month- 8 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-05-23

Other Names

• Anna Danielle Roberts
• Anna Danielle Robbins
• Anna Danielle Robbins