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Kaden Scott Smith

Independent Advisor Alliance, LLC

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About Kaden Scott Smith

Kaden Scott Smith is a financial advisor with Independent Advisor Alliance, LLC. Kaden has been in the industry since 2024 and has been registered as an investment advisor representative with the state of Ohio since October 2024. Kaden is also registered with FINRA. Kaden has passed the General Securities Representative Examination (Series 7) and the Securities Industry Essentials Examination (SIE) and is currently registered with FINRA. Kaden is located in Coshocton, OH and provides financial services to individuals, businesses, pension and profit sharing plans, charitable organizations and high-net-worth individuals. Kaden also provides financial planning services and portfolio management for individuals, businesses, and other investment advisors.

Firm Information

Kaden Smith 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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Kaden Smith’s Registration & Firm History

OH

10/07/2024 - Present

Independent Advisor Alliance, LLC (Coshocton OH)

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Licenses & Designations

BC

Issued 08/23/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/13/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaden Scott Smith.
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