Rachel Miranda Todd

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

• 06/2019 → Present
  Genwealth Financial Advisors
  Bryant, AR
• 10/2014 → 06/2019
  Arvest Bank
  Bryant, AR
• 06/2019 → Present
  Lpl Financial Llc
  Bryant, AR
• 05/2025 → Present
  Independent Advisor Alliance
  Charlotte, NC

Other Businesses

1 - 08/21/2024 - GenWealth Financial Advisors - Notary - Inv Related - AR 72015 - OBA Start Date: 10/26/2018 - 0 Hrs/Mth - 0 Hrs During Trading. 2 - 08/21/2024 - GenWealth Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - Start Date: 08/13/2024 - At reported business location(s) - 160 Hrs/Mth - 40 Hrs During Trading. 3- 08/21/2024- Tailored Tactical Arms LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - AR 72015 - OBA Start Date: 05/21/2024-0 Hrs/Mth - 0 Hrs During Trading 4) 07/02/2025 - Independent Advisor Alliance - Investment Related - Registered Investment Advisor Hybrid - Start Date: 06/25/2025 - At reported business location(s) - 40 Hrs/Mth - 40 Hrs During Trading. I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 6/2025. I expect to spend approximately 40 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) 07/02/2025 - GenWealth Financial Advisors - Investment Related - Registered Investment Advisor DBA - At reported business location(s) - Start Date: 06/25/2025 - 40 Hrs/Mth - 40 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-05

Other Names

• Rachel Miranda Coyle