Supreme Alliance
47yrs
Top advisor by experience in Charlotte
5yrs
John Kamel
Financial advisor at Independent Advisor Alliance
Based in Charlotte, North Carolina, John Kamel is a fiduciary financial advisor with 5 years of industry experience. John has been with Independent Advisor Alliance since 2023; before that, John spent a year at UBS Financial Services. Independent Advisor Alliance offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office11215 N. Community House Road Suite 775, Charlotte, NC 28277
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$386,491
Advisors at the firm291
States licensed ?1 state
Services through Independent Advisor Alliance
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowIndependent Advisor Alliance, LLCCurrent firm
- Mar 2022 – Jun 2023UBS Financial Services Inc.Previously
Contact John
(888) 430-1555Independent Advisor Alliance main office 11215 N. Community House Road Suite 775Charlotte, NC 28277Office · Get directions
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Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Independent Advisor Alliance at (888) 430-1555 and ask for John Kamel. John works from the Charlotte, NC office.
How long has John been a financial advisor?
John has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Independent Advisor Alliance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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