Robert Nelson is a registered investment advisor at Alliant Retirement Consulting, based in Alpharetta, GA, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 156 clients with $4.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1125 Sanctuary Parkway, Suite 300, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an account executive at Alliant Retirement Consulting and Alliant Insurance Services, focusing on corporate retirement plans, dedicating full-time hours to these roles. Additionally, Robert owns real estate, buying tax liens, spending minimal time on this activity.
Employment History
Current Registrations
Alliant Retirement Consulting
Previous Registrations
Osaic Wealth, INC.Broker
Cetera Wealth Services, LLCBroker
Hauser Retirement Solutions 2 LLC
Hauser Retirement Solutions, LLC
Fidelity Brokerage Services LLCBroker
Prudential Investment Management Services LLCBroker
Transamerica Investors Securities CorporationBroker
Diversified Investors Securities CORP.Broker
Amvescap Services, INC.Broker
Icma-Rc Services, LLCBroker
Bank South Investment Services, INC.Broker
Bank South Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.