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Detailed Report
MARLA A WARNER
MARLA ANN LONNEMAN
CRD#: 5345202
IA
Investment Adviser
B
Broker
INDEPENDENT ADVISOR ALLIANCE, LLCCRD#: 168267 Mt. Pleasant, SC
LPL FINANCIAL LLCCRD#: 6413 MT PLEASANT, SC
Registration History
20122014201620182020202220242026IAINDEPENDENT ADVISOR ALLIANCE, LLC (CRD# 168267)2024 - Present (<1 year)BLPL FINANCIAL LLC (CRD# 6413)2015 - Present (10 years)BFIRST COMMAND FINANCIAL PLANNI... (CRD# 3641)2011 - 2014 (3 years)IADAVINCI FINANCIAL DESIGNS (CRD# 163362)2017 - 2024 (7 years)
License(s)

State Registrations

B
North Carolina 11/25/2024
IA
South Carolina 12/23/2024
B
South Carolina 11/17/2023
B
Virginia 1/14/2015

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
INDEPENDENT ADVISOR ALLIANCE, LLC (CRD#:168267)
Mt. Pleasant, SC
Registered with this firm since 12/23/2024
B
LPL FINANCIAL LLC (CRD#:6413)
MT PLEASANT, SC
Registered with this firm since 1/14/2015
Previous Registration(s)
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IA
 06/28/2017 - 12/19/2024 DAVINCI FINANCIAL DESIGNS (CRD#:163362) NEWPORT NEWS, VA
B
 12/02/2011 - 12/26/2014 FIRST COMMAND FINANCIAL PLANNING, INC. (CRD#:3641) NEWPORT NEWS, VA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.