Michael P Henderson, CFP® CKA®
Founder/Wealth Advisor
As a CERTIFIED FINANCIAL PLANNER™ Mike has been a trusted advisor to families for more than 20 years. A third generation native Floridian, he provides financial planning, asset management, risk management, estate and tax planning...
Colleen Henderson
Client Service Associate
Colleen provides administrative support as well as client service and event planning. She has over a decade of experience including positions as Executive Assistant and Office Manager in the fields of architecture and real estate, as...
Jessica Sexton
Chief Compliance Officer
Jessica has served as IAA’s CCO since February 2014. Her primary responsibilities are to proactively identify, evaluate, manage and report on compliance and ensure IAA’s compliance with outside regulatory requirements and...
Independent Advisor Alliance
Independent Advisor Alliance (IAA) is an SEC, multi-custodial, Registered Investment Adviser (RIA) and Office of Supervisory Jurisdiction (OSJ).
As of December 31, 2019, they have $5,836,600,948 in discretionary assets under management and $34,308,013 in non-discretionary assets under management, with an advisor network consisting of over 100 partner firms and 200 independent financial advisors across the U.S.
Operating under a hybrid platform, IAA maintains its own identity and independence as an RIA and OSJ enabling IAA to proactively and continually address the ever-changing needs of advisors and their clients. Founded in 2013 by CEO Robert Russo, IAA is located in Charlotte, NC.
TD Ameritrade Institutional
Neither IAA or Crossover Point Advisors maintain custody of your investment account/s.
One of our custody and clearing partners is TD Ameritrade Institutional. TDAI provides the technology platform and other tools that allow us to effectively and efficiently manage your assets.
TD Ameritrade Institutional is a division of Toronto Dominion Bank. The Toronto-Dominion Bank is a Canadian multinational banking and financial services corporation headquartered in Toronto, Ontario. Commonly known as TD and operating as TD Bank Group, the bank was created on February 1, 1955, through the merger of the Bank of Toronto and The Dominion Bank, which were founded in 1855 and 1869, respectively.
LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.