Frederick Joseph Daniel Felder

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

• 09/2015 → 12/2016
  United Community Bank
  Greenville, SC
• 01/2017 → 02/2018
  Tnb Financial Services, Inc.
  Greenville, SC
• 02/2018 → Present
  First Community Bank
  Columbia, SC
• 02/2018 → Present
  Lpl Financial, Llc
  Columbia, SC
• 03/2018 → Present
  Independent Advisor Alliance
  Charlotte, NC

Other Businesses

1. 02/26/2018 - THE CERTIFIED DEVELOPMENT CORPORATION OF SOUTH CAROLINA/ NON-PROFIT BOARD MEMBER/ 1%/ COLUMBIA, SC 2. 02/26/2018 - FIRST COMMUNITY FINANCIAL CONSULTANTS/ DBA FOR LPL and IAA BUSINESS (ENTITY FOR LPL and IAA BUSINESS)/ 100%/ COLUMBIA, SC 3. 4/18/2018 - First Community Financial Consultants - Investment Related - Charlotte, NC - Registered Investment Advisor Hybrid - Start Date:2/15/2018 - 160 Hours per Month/8 Hours During Trading. 4. 4/18/2018 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:2/15/2018 - 160 Hours Per Month / 8 Hours During Trading. 5. 04/23/2019 - No business name - Investment related - At reported buisness location(s) - Non-Variable Insurance - start date:02/08/2019 - 20 hrs/mo - 1 hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-27

Other Names

• Daniel Felder
• F J Daniel Felder