2010

IAA Completes Roll-out of Portfolio Reporting Software for Advisors view pdf

IAA Adopts Electronic Signature Capability - March 31, 2010 view pdf

Trade PMR Joins List of Approved Custodians at IAA - January 4, 2010 view pdf

IAA Opens Availability of its First Hybrid Option - January 4, 2010 view pdf

2009

Investment Advisor Alliance Makes Internal Communications System Mobile - December 11, 2009 view pdf

Investment Advisor Alliance Combines Technologies for Advisors - August 11, 2009 view pdf

FolioFN Chosen as Additional Custodian for The Investment Advisor Alliance - May 6, 2009 view pdf

Envestnet available to Advisor of The Investment Advisor Alliance - March 9,2009 view pdf

Keeler & Co., LLC Changes Name to The Investment Advisor Alliance LLC - January 1, 2009 view pdf




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© 2010 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Fidelity, TradePMR, Sterne, Agee, & Leach and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies wholly owned subsidiaries of Keeler Financial Services Holdings LLC.