James Laschinger, financial advisor Alpharetta GA

James Laschinger

CRD Number: 2960596
Current Firm: Alliant Retirement Consulting

James Laschinger (CRD# 2960596) is an Investment Advisor Representative working at Alliant Retirement Consulting in Alpharetta, GA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jul 2017 - Current 6
Alliant Retirement Services, LLC Alpharetta, GA Oct 2005 - Current 18
Lpl Financial, LLC Alpharetta, GA Dec 2009 - Jul 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for James A. Laschinger
Phone Number: (713) 470-4208
Registered State(s):
  • AZ
  • CA
  • DC
  • FL
  • GA
  • IL
  • LA
  • MD
  • MN
  • NY
  • NC
  • OH
  • PA
  • SC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,084
    MILLIONS
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $13,553,474
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States

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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