Candice Stanley

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

• 08/2010 → 09/2016
  Stanley Insurance Agency, Llc
  Bryant, AR
• 08/2010 → 09/2016
  Allstate Insurance Co
  Bryant, AR
• 09/2016 → 03/2017
  Edward Jones
  St. Louis, MO
• 03/2017 → Present
  Lpl Financial, Llc
  Bryant, AR
• 03/2017 → 09/2022
  Genwealth Financial Advisors, Llc
  Bryant, AR
• 09/2022 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2017-03-30 → 2022-12-14
  Genwealth Financial Advisors, Llc
  Bryant, AR
• 2017-01-20 → 2017-03-10
  Edward Jones
  Benton, AR
  Benton, AR
  St Louis, MO
  Bryant, AR

Other Businesses

1. 03/08/2017 - GENWEALTH FINANACIAL ADVISORS LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ BRYANT, AR. 2. 04/06/2017 - Genwealth Financial Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date - 03/07/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide financial planning and consulting services through Genwealth Financial Advisors LLC., an independent investment advisor firm. I started this business activity in Mar, 2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm 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 advisory firm is separate from and independent of LPL Financial. 3. 4/7/2017 - AdvisorOnline (powered by GenWealth) - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 04/07/2017 - 5 Hours Per Month During Securities Trading. 4. 5/5/2017 - GenWealth Insurance Services LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/07/2017 - 10 Hours Per Month During Securities Trading. 5. 10/14/2022 - 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 6. 10/14/2022 - 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. 7. 01/15/2025- Sage Insurance Partners- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/09/2025- 4 Hours Per Month- 4 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2016-11-23
• S63 Uniform Securities Agent State Law Examination
  2012-05-04

Other Names

• Candice George
• Candice Stanley
• Candice Michelle Stanley
• Candice M Stanley