Our Partnership with LPL Financial and Independent Advisor Alliance
Tourbillion Financial Advisors partnered with LPL Financial and Independent Advisor Alliance (IAA) to provide the comprehensive combination of investment products and services for our clients within a highly regulated industry.
Oursecurities 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.
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.
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, IAA serves 207 independent Registered Investment Advisors in 22 states, servicing a total of $7.1 billion of brokerage and advisory assets.