Natalie Barkley
Natalie Barkley is a registered investment advisor at Independent Advisor Alliance, LLC, based in Zelienople, PA, with 7 years of industry experience. Natalie 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Zelienople, PA
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Regulatory History
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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Natalie operates InVestra Financial Services as a DBA for her LPL business and provides administrative support to Independent Advisor Alliance, spending nearly full-time hours on these investment-related activities. She also works at Recon Brewing (about 10-20% of her time) and is an independent promoter for Pruvit (a few hours per week).
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Allegheny Investments, LTD.Broker
Allegheny Investments, LTD.
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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.