WC
Wendy Conner
from Alliant Retirement Consulting
Wendy Conner is a financial advisor based in Georgia, Alpharetta,
with 24 years of experience. Wendy currently works for
Alliant Retirement Consulting.
Wendy maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Wendy Conner works at Alliant Retirement Consulting
Alliant Retirement Consulting is a financial advisory firm based in Alpharetta, Georgia. It currently has approximately $1,084,277,908 of assets under management and employs about 17 people. Alliant Retirement Consulting uses a fee structure of a percentage of assets under your management, fixed fees and asset-based fees on pension plans under advisement.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management, fixed fees and asset-based fees on pension plans under advisement
Office location
1125 Sanctuary Parkway, Suite 300, Alpharetta, Georgia, 30009
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