Adriana Courts
Adriana Courts is a registered investment advisor at Retirement and Wealth at Alliant, LLC, based in Portland, OR, with 12 years of industry experience. Adriana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 222 clients with $7.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
851 SW 6th Avenute, Suite 350, Portland, OR, 97204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adriana is a board member on the finance committee for Project Lemonade, a charitable organization, since January 2024. She reviews financial statements, budgets, and future initiatives, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Retirement and Wealth at Alliant, LLC
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Preisz Financial
LPL Financial LLCBroker
Paychex Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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.
Exams
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