RH
RH

Richard Hinkle

10 Years of Experience
Joplin, MO
Broker

Richard Hinkle is a registered investment advisor at Independent Advisor Alliance, LLC, based in Joplin, MO, with 10 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
293 advisors
Number of Clients
34,127 clients
Average Client Portfolio
$412K average
Assets Under Management
$14.1B

Fee Structure

IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.

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Location

112 S. Main St., Suite C, Joplin, MO, 64801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Richard is a Registered Investment Advisor Representative with Independent Advisor Alliance since 2019, dedicating nearly full-time hours to providing investment advisory services. He also operates under the DBA Blackbridge Financial for his LPL business, committing significantly more than full-time hours to this endeavor.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
April 2019 - Present · 7 yrs 1 mo
LPL Financial LLCBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Independent Financial Partners
September 2017 - April 2019 · 1 yr 7 mos
AXA Advisors, LLC
June 2015 - July 2017 · 2 yrs 1 mo
AXA Advisors, LLCBroker
April 2015 - July 2017 · 2 yrs 3 mos
State Registrations3 states
CAMOSD
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.
Richard Hinkle - Financial Advisor | TrueAdvisor