Best Investors Account Sign in
Inactive

Emily Boyd

Independent Advisor Alliance, LLC

Atlanta, GA

CRD 7452120

Claim This Profile
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:

Current Employers
Independent Advisor Alliance, Llc

11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-07-08
  • GA RA
    APPROVED
    Since 2024-07-08

Branch Locations

1735 Peachtree St. Ne Suite 418, Atlanta, GA 30309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The 680 Group Atlanta GA 09/2021 Present
Warner Media Atlanta GA 05/2020 09/2021
Turner Broadcasting, Inc Atlanta GA 06/2010 05/2020
  • 09/2021 → Present
    The 680 Group
    Atlanta, GA
  • 05/2020 → 09/2021
    Warner Media
    Atlanta, GA
  • 06/2010 → 05/2020
    Turner Broadcasting, Inc
    Atlanta, GA
Other Businesses

06/2024 - The 680 Group - DBA name for RIA business - investment related - 1735 Peachtree St. NE, Suite 418, Atlanta, GA 30309 - Director - 09/2021 - 160 hours a month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-13
  • S65 Uniform Investment Adviser Law Examination
    2024-06-13

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor