Adriana Courts is a registered investment advisor at Alliant Retirement Consulting, based in Alpharetta, GA, 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 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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Learn about disclosures →Other Business Activities
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
Alliant Retirement Consulting
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.