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Mark Meyer

6 Years of Experience
Sells Insurance

Mark Meyer is a registered investment advisor at Alliant Retirement Consulting, based in Alpharetta, GA, with 6 years of industry experience. Mark 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
IM Fee
Planning only
Assets Under Management
$4.5B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1125 Sanctuary Parkway, Suite 300, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is a First Vice President, Compliance at Alliant Insurance Services, LLC since 2012, spending minimal time there. He primarily works with Alliant Insurance as it overlaps with his RIA business.

Employment History
Current Registrations
Alliant Retirement Consulting
October 2024 - Present · 1 yr 6 mos
Previous Registrations
White Horse Advisors, LLC
July 2010 - September 2012 · 2 yrs 2 mos
Securian Financial Services, INC.
May 2007 - July 2010 · 3 yrs 2 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.