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Alec Daril

2 Years of Experience
BrokerSells Insurance

Alec Daril is a registered investment advisor at Independent Advisor Alliance, LLC, based in Little Rock, AR, with 2 years of industry experience. Alec 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

900 S. Shackleford Rd., Suite 605, Little Rock, AR, 72211

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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 ActivitiesSells Insurance

Alec has several DBAs related to his LPL business and registered investment advisor activities. He also provides administrative support to Independent Advisor Alliance, LLC, dedicating about a quarter of his time. Finally, Alec works with Sage Insurance Partners selling non-variable insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
April 2024 - Present · 2 yrs
LPL Financial LLCBroker
April 2023 - Present · 3 yrs
State Registrations2 states
ARTX
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.