Julia Sell (CRD# 7771350) is an Investment Advisor Representative working at Alliant Retirement Consulting in Alpharetta, GA and has 1 year of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alliant Retirement Services, LLC | Alpharetta, GA | Jun 2023 - Current | < 1 |
| Unemployed/homemakling | Mt. Pleasant, SC | Jun 2022 - Jun 2023 | 1 |
| Louisiana State University | Baton Rouge, LA | Jun 2012 - Jun 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- SC
-
Total Assets Under Management144MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$3,063,830
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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