ADVISORALLIANCE, LLC
CRD #140681 SEC #801-66919 ROGERS, AR 479-845-4260
SEC Registered
Total AUM
$40M
Discretionary
$5M
Employees
10
Clients
0
Accounts
12
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arkansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TAYLOR, WILFORD, ROBERT | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| TAYLOR, WILFORD, ROBERT | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | D | Control |
| TAYLOR, WILFORD, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENTS OFFICER, AND MANAGING MEMBER | D | Control |
| TAYLOR, WILFORD, ROBERT | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENTS OFFICER, AND MANAGING MEMBER | D | Control |
| TAYLOR, WILFORD, ROBERT | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| MOTE, JIMMY, DOYLE | I | CLIENT EDUCATION SERVICES MANAGER | C | Control |
| MOTE, JIMMY, DOYLE | I | CHIEF INVESTMENT OFFICER AND MANAGING MEMBER | C | Control |
| MOTE, JIMMY, DOYLE | I | MANAGING MEMBER | C | Control |
| MOTE, JIMMY, DOYLE | I | MANAGING MEMBER | C | Control |
| MOTE, JIMMY, DOYLE | I | CLIENT EDUCATION SERVICES MANAGER | C | Control |
| EDMIASTON, JAMES, EDWARD | I | MARKETING MANAGER | A | Control |
| EDMIASTON, JAMES, EDWARD | I | DIRECTOR OF MARKETING AND MANAGING MEMBER | A | Control |
| EDMIASTON, JAMES, EDWARD | I | MANAGING MEMBER | A | Control |
| EDMIASTON, JAMES, EDWARD | I | MANAGING MEMBER | A | Control |
| EDMIASTON, JAMES, EDWARD | I | MARKETING MANAGER | A | Control |
| KENDALL, WILLIAM, CLAY | I | ACCOUNT MANAGER | A | Control |
| KENDALL, WILLIAM, CLAY | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT RELATIONS AND MANAGING MEMBER | A | Control |
| KENDALL, WILLIAM, CLAY | I | MANAGING MEMBER | A | Control |
| KENDALL, WILLIAM, CLAY | I | MANAGING MEMBER | A | Control |
| KENDALL, WILLIAM, CLAY | I | ACCOUNT MANAGER | A | Control |
| MCKAUGHAN, TONYA, LOUISE | I | ACCOUNT MANAGER | A | Control |
| MCKAUGHAN, TONYA, LOUISE | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER | A | Control |
| MCKAUGHAN, TONYA, LOUISE | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER | A | Control |
| MCKAUGHAN, TONYA, LOUISE | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER | A | Control |
| MCKAUGHAN, TONYA, LOUISE | I | ACCOUNT MANAGER | A | Control |
Registrations
Federal
IA
Feb 20, 2007 REGISTERED
Notice Filings (8)
AR GA LA MO NV OK SC TX
Address
5305 VILLAGE PARKWAYSUITE 5
ROGERS, AR 72758
USA
Phone: 479-845-4260