Benjamin James Orner

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

• 09/2012 → 03/2021
  Sc Dept. Of Disabilities And Special Needs
  Columbia, SC
• 08/2009 → 05/2018
  Columbia International University
  Columbia, SC
• 02/2021 → Present
  Lpl Financial Llc
  Irmo, SC
• 06/2021 → Present
  Independent Advisor Alliance
  Irmo, SC

Other Businesses

1)03/22/2021 - Blackbridge Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2021 2)03/22/2021 - Kingston Forrest Homeowners Association, Inc - For-Profit Board Member - Non-Inv Rel - Irma, SC - Start: 09/2020 3) 6/16/2021 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/07/20210 - 160 Hours Per Month - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 06/2021. 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. 4) 10/18/2021 - Sage Insurance Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/13/2021 - 1 Hour Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-28