Drew Whitney (CRD# 5918906) is an Investment Advisor Representative working at Alliant Retirement Consulting in Austin, TX and has over 12 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks | El Segundo, CA | Jun 2023 - Current | < 1 |
| Alliant Retirement Consulting - Crd # 167970 | Austin, TX | Jul 2018 - Current | 5 |
| Alliant Insurance Services, Inc. | Austin, TX | Jul 2018 - Current | 5 |
| Cls Partners | Austin, TX | Sep 2016 - Jun 2018 | 1 |
| Clsrs, LLC | Austin, TX | Sep 2016 - Jun 2018 | 1 |
| Great West Financial | Overland Park, KS | Sep 2014 - Jun 2016 | 1 |
| J.p. Morgan Retirement Plan Services LLC | Overland Park, KS | Apr 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- TX
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Total Assets Under Management144MILLIONS
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Total Number of Accounts47ACCOUNTS
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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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