AdFi
RJ

Richard Joseph Durkee Jr

Investment Adviser Representative at INDEPENDENT ADVISOR ALLIANCE, LLC

Charleston, SCCRD #2090391Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
South Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/29/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 2/26/1991
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/30/1990

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Independent Advisor Alliance, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INDEPENDENT ADVISOR ALLIANCE, LLCCurrent
5/25/2023Charleston, SC
COPPELL ADVISORY SOLUTIONS LLC
1/23/20198/15/2023Charleston, SC
PRECISION CAPITAL MANAGEMENT
4/30/201512/9/2019Charleston, SC
HORTER INVESTMENT MANAGEMENT, LLC
1/3/20124/23/2015Charleston, SC

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at INDEPENDENT ADVISOR ALLIANCE, LLC

Showing 12 of 303 in the directory

View INDEPENDENT ADVISOR ALLIANCE, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Joseph Durkee Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Richard Joseph Durkee Jr - Financial Advisor in Charleston, SC | AdvisorFinder