Wendy Conner (CRD# 4169248) is an Investment Advisor Representative working at Alliant Retirement Consulting in Alpharetta, GA and has over 23 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks | El Segundo, CA | Jun 2017 - Current | 6 |
| Alliant Retirement Services, LLC | Houston, TX | Aug 2007 - Current | 16 |
| Lpl Financial, LLC | Houston, TX | Dec 2009 - Jun 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
- TX
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Total Assets Under Management144MILLIONS
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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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