Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Birdwell is a registered representative with Independent Advisor Alliance, LLC and has been in the financial services industry since 1992. Todd holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE Exam. Todd has a background working with both individuals and businesses and specializes in financial planning, pension consulting, educational seminars, and publication of periodicals. Todd's firm, Independent Advisor Alliance, LLC is a registered investment advisor with over $12 billion in assets under management and specializes in financial planning, portfolio management, and other investment advisory services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TN
05/02/2016 - Present
Independent Advisor Alliance, LLC (Knoxville TN)
KY
06/12/1998 - 12/18/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
TN
09/24/1992 - 07/01/1998
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 06/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Birdwell is the right advisor for you? Invested Better is here to help.
