Natalie Margaret Barkley

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

• 01/2013 → 06/2016
  Penn State University- Behrend Campus
  Erie, PA
• 12/2015 → 07/2016
  Warren Mathe- Axa Advisors, Llc
  Seven Fields, PA
• 07/2016 → 03/2017
  Axa Advisors, Llc
  New York, NY
• 03/2021 → 09/2023
  Pruco Securities, Llc.
  Cranberry, PA
• 03/2017 → 09/2017
  Lincoln Investment
  Pittsburgh, PA
• 11/2017 → 03/2019
  Allegheny Investments, Ltd.
  Pittsburgh, PA
• 08/2019 → 03/2020
  Good Loven
  Cranberry, PA
• 03/2019 → 12/2022
  Uber Driver
  Cranberry, PA
• 04/2021 → Present
  Recon
  Cranberry, PA
• 11/2020 → 12/2022
  Monat Global
  Cranberry, PA
• 09/2021 → 09/2023
  Prudential Insurance Company Of America
  Cranberry, PA
• 09/2023 → Present
  Lpl Financial Llc
  Zelienople, PA

Previous Registrations

• 2021-06-17 → 2023-09-27
  Pruco Securities, Llc.
  Canonsburg, PA
  Cranberry Twp, PA
• 2018-01-23 → 2019-03-05
  Allegheny Investments
  Pittsburgh, PA
  Pittsburgh, PA
• 2017-04-04 → 2017-09-18
  Lincoln Investment
  Wexford, PA
• 2017-04-04 → 2017-09-18
  Capital Analysts
  Pittsburgh, PA
• 2016-12-14 → 2017-03-17
  Equitable Advisors, Llc
  Cranberry Twp., PA
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

1) 09/25/2023 -InVestra Financial Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date 09/25/2023 - 160 Hours Per Month/ 40 Hours During Trading 2) 09/25/2023 - Recon Brewing / Outside/W-2 Employment / Not Investment Related / Cranberry TWP, PA / Start date 09/23/2023 - 30 Hrs per month 3) 09/25/2023 - Pruvit / Other / Not Investment Related / Independent Promoter / Melissa, TX / Start date 08/01/2023 - 10 Hrs per month - 1% Time Spent 4) 09/27/2023 - InVestra Financial Services - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 09/25/2023 - 160 Hours Per Month/ 40 Hours During Trading - I provide administrative support to Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 9/27/2023. I expect to spend approximately # 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) 09/27/2023 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 09/25/2023 - 160 Hours Per Month/ 40 Hours During Trading - I provide administrative support to Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 9/27/2023. I expect to spend approximately # 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

• S63 Uniform Securities Agent State Law Examination
  2021-08-09
• S66 Uniform Combined State Law Examination
  2016-12-02