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Timothy Creech

Independent Advisor Alliance, LLC
41 Years of Experience
Charlotte, NC
1 DisclosureBroker
View SEC Summary
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Timothy Creech is a registered investment advisor at Independent Advisor Alliance, LLC, based in Charlotte, NC, with 41 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 45,002 clients with $17B in assets under management.

Independent Advisor Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
303 advisors
Number of Clients
45,002 clients
Average Client Portfolio
$383K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Fees are negotiable and may vary based on account size, complexity, and services included.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10800 Sikes Place Suite 120, Charlotte, NC, 28277

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Timothy operates Blackbridge Financial, LLC as a DBA for his LPL business since 2019, dedicating about a quarter of his time. He also provides investment advisory services through Independent Advisor Alliance as a Registered Investment Advisor DBA since 2023, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
November 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
LPL Financial LLC
January 2024 - July 2026 · 2 yrs 6 mos
LPL Financial LLC
November 2017 - November 2023 · 6 yrs
National Planning Corporation ("npc of America" in Fl & Ny)
March 2003 - December 2017 · 14 yrs 9 mos
National Planning CorporationBroker
March 2003 - November 2017 · 14 yrs 8 mos
Washington Square Securities, INC.
December 2001 - March 2003 · 1 yr 3 mos
Penn Mutual Equity Services, INC.Broker
July 1987 - December 1989 · 2 yrs 5 mos
Washington Square Securities, INC.Broker
December 1986 - March 2003 · 16 yrs 3 mos
Penn Mutual Equity Services, INC.Broker
June 1985 - December 1989 · 4 yrs 6 mos
State Registrations18 states
CACOCTDEFLGAILMDMSNCNENJNYPASCTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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