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James Corey Summerlin

Chief Experience OfficerIndependent Advisor Alliance, LLCCRD 4549099

About James Corey Summerlin

James Corey Summerlin is listed as Chief Experience Officer at Independent Advisor Alliance, LLC in Charlotte, NC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Independent Advisor Alliance, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Corey Summerlin work?

James Corey Summerlin is listed as Chief Experience Officer at Independent Advisor Alliance, LLC on SEC Form ADV.

How much of Independent Advisor Alliance, LLC does James Corey Summerlin own?

Form ADV reports a beneficial ownership band of Under 5%.

Independent Advisor Alliance, LLC

TitleChief Experience Officer
OwnershipUnder 5%
Control personNo
Since2026