Julia
Sell

Alliant Retirement Consulting

CRD#7771350
Investment Advisor
in Alpharetta, GA

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About this Advisor

Julia Sell is a financial advisor based in Alpharetta, Georgia, working with Alliant Retirement Consulting. Julia has previously held positions at Alliant Retirement Services, LLC, Louisiana State University, and has also been involved in homemaking. Julia has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Julia is part of Alliant Retirement Consulting, which operates out of Alpharetta, Georgia. 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 65

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1125 Sanctuary Parkway Suite 300
Alpharetta, GA 30009

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Alliant Retirement Consulting Brokerage Details

Total Assets Under Management

$144,000,000

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

23

GA Average: 58
Total Number of Accounts

47

GA Average: 1,608
Average Account Size

$3,063,830

GA Average: $2,220,225

Investment Advisory Services

  • Pension consulting services

Julia Sell Work History

2023 - Present (1 year)

Alliant Retirement Services, LLC

2022 - 2023 (1 year)

Unemployed/Homemakling

2012 - 2022 (10 years)

Louisiana State University

Disclosures

Please visit the SEC profile of Julia Sell 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

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

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