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Christian Blake Erickson

Independent Advisor Alliance, LLC

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About Christian Blake Erickson

Christian Blake Erickson is an investment advisor representative at Independent Advisor Alliance, LLC, a registered investment advisor firm. Christian holds Series 7, Series 63, and SIE licenses, and has been in the industry since 2022. Christian offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Christian also provides administrative support to Independent Advisor Alliance, LLC.

Firm Information

Christian Erickson 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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Christian Erickson’s Registration & Firm History

KY

01/20/2025 - Present

Independent Advisor Alliance, LLC (Lexington KY)

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Licenses & Designations

BC

Issued 08/23/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christian Blake Erickson.
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