Strategic Partners

Our Partnership with Independent Advisor Alliance and LPL Financial

The professionals at Tourbillion Financial Advisors partnered with Independent Advisor Alliance (IAA) and  LPL Financial to provide the comprehensive combination of investment products and services for our clients within a highly regulated industry.

Our securities are offered through LPL Financial, member FINRA/SIPC and our  investment advisory services are offered through Independent Advisor Alliance, as a Registered Investment Advisor. We choose these partners to help us meet the needs of our sophisticated clients.

Independent Advisor Alliance (IAA)

Based in Charlotte, NC, IAA is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize operating efficiencies, provide regulatory compliance and help advisors attract and retain clients. Founded in 2013, Independent Advisor Alliance (IAA), an SEC Registered Investment Advisor serves 150 partner firms that service more than $15 billion of client assets, with $11 billion in assets under management.1

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LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. 

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Footnotes:

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Founded in 2013, Independent Advisor Alliance (IAA), an SEC Registered Investment Advisor, manages $11B  in advisory assets and services through LPL Financial $4B in brokerage assets as of December 29, 2021.