Matthew
Webb

Alliant Retirement Consulting

CRD#5333717
Investment Advisor
in Fresno, CA

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About this Advisor

Matthew Webb is a financial advisor based in Fresno, California, working with Alliant Retirement Consulting. Matthew has previously held positions at Nw K9 Pest Control, The Junction Church, Uhaul, The Salvation Army, Leitz Tooling, Brs Financial Group, Commonwealth Financial Network, and Cetera Advisor Networks. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Matthew is part of Alliant Retirement Consulting, which operates out of Fresno, California. The firm has 8 offices and 23 employees. The firm manages assets totaling $144.0 million and offers pension consulting services. The fee structure at Alliant Retirement Consulting includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

9 River Park Place E #310
Fresno, CA 93720

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Alliant Retirement Consulting Brokerage Details

Total Assets Under Management

$144,000,000

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

23

CA Average: 58
Total Number of Accounts

47

CA Average: 1,608
Average Account Size

$3,063,830

CA Average: $2,220,225

Investment Advisory Services

  • Pension consulting services

Matthew Webb Work History

2021 - Present (3 years)

Cetera Advisor Networks

2016 - 2016 (< 1 year)

Leitz Tooling

2016 - 2021 (5 years)

Brs Financial Group

2016 - 2021 (5 years)

Commonwealth Financial Network

2015 - 2015 (< 1 year)

Nw K9 Pest Control

2015 - 2015 (< 1 year)

Uhaul

2015 - 2015 (< 1 year)

The Salvation Army

2013 - 2016 (3 years)

The Junction Church

Disclosures

Please visit the SEC profile of Matthew Webb 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

Shakeil Becker
Seattle, WA
Matthew Graser
New York, NY
Robert Knowles
Oklahoma City, OK
Julia Mendak
New York, NY
Andrew Denler
New York, NY
Ryan Barnett
Alpharetta, GA
Matthew Webb
Fresno, CA
Jonathan Taporco
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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