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Boone Merrill Williams

Independent Advisor Alliance, LLC

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About Boone Merrill Williams

Boone Merrill Williams is a Registered Representative with Independent Advisor Alliance, LLC. Boone Merrill Williams has been in the financial services industry for over 10 years. Boone Merrill Williams is registered with the state of North Carolina and has passed the Uniform Combined State Law Examination. Boone Merrill Williams provides administrative support to Independent Advisor Alliance, LLC, an independent investment advisor firm. The firm is separate from and independent of LPL Financial.

Firm Information

Boone Williams is currently registered with Independent Advisor Alliance, LLC. Independent Advisor Alliance, LLC is a registered investment advisor based in Charlotte, NC. The firm manages approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Independent Advisor Alliance provides financial planning, portfolio management, and pension consulting services.
Independent Advisor Alliance, LLC

11215 N. COMMUNITY HOUSE RD.

CHARLOTTE, NC 28277

$12.83B

Assets Under Management

68

Total Clients

242

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Boone Williams’s Registration & Firm History

NC

01/28/2025 - Present

Independent Advisor Alliance, LLC (Raleigh NC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Boone Merrill Williams.
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