Bradley Tomlin

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

• 04/2026 → Present
  Independent Advisor Alliance
  Charlotte, NC
• 01/2022 → 04/2026
  Bayer Pharmaceuticals
  High Point, NC
• 03/2017 → 01/2022
  Amgen Biopharma
  Western North Carolina, NC
• 01/2016 → 03/2017
  Chiesi Usa
  Greensboro, NC

Other Businesses

04/2026 - Armfield Wealth - DBA of RIA business - Investment Related - At reported business location - 160 hours - investment Advisor Representative 04/2026 - Tomlin Vacation Rental - Property Rental - Sugar Mountain, NC - Owner/Property Manager 04/2026 - Tomlin Wealth Mgmt LLC - Business Entity - Tax/investment purposes only - Business owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-13

Other Names

• Brad Tomlin