Teressa
Rambo

Alliant Retirement Consulting

CRD#2255734
Investment Advisor
in Fayetteville, AR

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About this Advisor

Teressa Rambo is a financial advisor operating in Fayetteville, Arkansas with a total of 1 year of relevant experience. Rambo works at Alliant Retirement Consulting. Over the course of their career, Rambo has held roles at Datapath Investment Advisors, Inc, Global Retirement Partners, LLC, Resources Investment Advisors, LLC, Alliant Retirement Services, LLC, Nfp Securities, Inc, Nfp Financial Services, Inc, Kestra Financial Services and Lpl Financial, LLC. Rambo holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Arkansas. Alliant Retirement Consulting is a financial advisory business based in Alpharetta, GA. The investment advisory business has offices in eight locations and a total of 17 financial advisors. It handles $1 billion in assets under management across its 80 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The company provides pension consulting services. Financial advisory fee schedules are based on the financial services provided. Fee types billed by Alliant Retirement Consulting can consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

310 W. Dickson Street, Suite 205
Fayetteville, AR 72701

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Alliant Retirement Consulting Brokerage Details

Total Assets Under Management

$1,084,277,908

AR Average: $3,570,121,308
Total Number of Employees

17

AR Average: 58
Total Number of Accounts

80

AR Average: 1,608
Average Account Size

$13,553,474

AR Average: $2,220,225

Investment Advisory Services

  • Pension consulting services

Teressa Rambo Work History

Teressa has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Alliant Retirement Services, LLC

2021 - 2022 (1 year)

Resources Investment Advisors, LLC

2017 - 2021 (4 years)

Global Retirement Partners, LLC

2017 - 2018 (1 year)

Lpl Financial, LLC

2016 - 2017 (1 year)

Kestra Financial Services

2014 - 2016 (2 years)

Nfp Securities, Inc

2014 - 2016 (2 years)

Nfp Financial Services, Inc

2011 - 2014 (3 years)

Datapath Investment Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Teressa Rambo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alliant Retirement Consulting

Ryan Barnett
Alpharetta, GA
Andrew Denler
New York, NY
Jonathan Taporco
Austin, TX
Aaron Pottichen
Austin, TX
Kathleen Aicher
Alpharetta, GA
David Feilke
Alpharetta, GA
Robert Knowles
Oklahoma City, OK
Cara Reynolds
Alpharetta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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