Darla M Serrano

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

• 07/2012 → 08/2020
  Guardian Life Insurance Co Of America
  Newport Beach, CA
• 05/2013 → 08/2020
  Park Avenue Securities Llc
  Newport Beach, CA
• 09/2020 → 10/2022
  Guardian Life Insurance
  Irvine, CA
• 09/2020 → 10/2022
  Park Avenue Securities
  Irvine, CA
• 10/2022 → 05/2024
  Guardian Life Insurance
  Nampa, ID
• 10/2022 → 05/2024
  Park Avenue Securities
  Nampa, ID
• 05/2024 → Present
  Lpl Financial Llc
  Nampa, ID
• 05/2024 → 03/2025
  Provence Wealth Management
  Irvine, CA
• 12/2024 → Present
  Independent Advisor Alliance
  Charlotte, NC
• 03/2025 → Present
  Revant Wealth Management Group
  Irvine, CA

Previous Registrations

• 2024-10-04 → 2025-03-28
  Provence Wealth Management Group
  Irvine, CA
  Nampa, ID
• 2013-10-24 → 2024-05-31
  Park Avenue Securities Llc
  Irvine, CA
  Newport Beach, CA
  Ventura, CA
  Nampa, ID
  Portland, OR
  Nampa, ID

Other Businesses

1. 05/21/2024 - Real Estate Rental - Investment Related - Nampa, ID - Start Date 09/01/2007 2. 10/21/2024 - Provence Registered Investment Advisors - Investment Related - Registered Investment Advisor Hybrid - IAR - At Reported Business Location(s) - Start Date 05/21/2024 - 160 Hrs/Mth - 8 Hrs During Trading - I provide investment advisory services through Provence Registered Investment Advisors, an independent investment advisor firm. I started this business activity in 5/2024. 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. 3. 10/21/2024 - Provence Wealth Management Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/13/2024 - 160 Hours Per Month/ 8 Hours During Trading 4. 04/01/2025 - Independent Advisor Alliance, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date 03/05/2025 - 160 Hrs/Mth - 8 Hrs During Trading -I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 3/2025. 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. 5. 04/01/2025 - Revant Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 03/05/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 6. 04/03/2025 - Revant Wealth - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/05/2025 - 160 hours per month/ 8 hours during trading 7. 05/20/2025 - IMS Associates - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date 05/07/2025 - 10 Hrs/Mth - 10 Hrs During Trading. 8. 12/12/2025 - DMS FINANCIAL CONSULTING LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 10/30/2025 - 5 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2013-09-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Darla Myriah Duyan
• Darla Myriah Draper
• Darla Myriah Serrano