Michael
Henderson

Independent Advisor Alliance, LLC

CRD#1584057
Investment Advisor
in Maitland, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Henderson is a financial advisor based in Maitland, Florida, working with Independent Advisor Alliance, LLC. Michael has previously held positions at Lpl Financial, LLC, Independent Financial Partners, Collaborative Wealth, Independent Advisor Alliance, LLC, and Lpl Financial LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Michael is part of Independent Advisor Alliance, LLC, which operates out of Maitland, Florida. The firm has 132 offices and 230 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2600 Maitland Center Parkway Suite 340
Maitland, FL 32751

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$12,826,908,245

FL Average: $3,625,019,099
Total Number of Employees

230

FL Average: 22
Total Number of Accounts

52,309

FL Average: 1,917
Average Account Size

$245,214

FL Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Henderson Work History

2020 - Present (5 years)

Lpl Financial LLC

2019 - Present (6 years)

Independent Advisor Alliance, LLC

2015 - 2018 (3 years)

Collaborative Wealth

2011 - 2015 (4 years)

Independent Financial Partners

2009 - 2019 (10 years)

Lpl Financial, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Henderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Advisor Alliance, LLC

George Irby
Matthews, NC
Timothy Scanlan
Sussex, WI
Peter Metcalf
South Portland, ME
Jessica Sexton
Charlotte, NC
Ernest Ross
Charlotte, NC
Nicholas Wendt
Richfield, WI
Charles White
Roanoke, VA
Montague Boyd
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started