Sean
Waggoner

Alliant Retirement Consulting

CRD#2748574
Investment Advisor
in Alpharetta, GA

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About this Advisor

Sean Waggoner is a financial advisor based in Alpharetta, Georgia, working with Alliant Retirement Consulting. Sean has previously held positions at Lpl Financial, LLC, Alliant Retirement Consulting, Cetera Advisors Networks, LLC, Wagnew, LLC, and Citation Real Estate Holdings, LLC. Sean has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, Louisiana, Minnesota, and Texas. Currently, Sean 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 63, 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

Sean Waggoner Work History

2020 - Present (5 years)

Wagnew, LLC

2017 - Present (8 years)

Cetera Advisors Networks, LLC

2008 - Present (17 years)

Citation Real Estate Holdings, LLC

2002 - Present (23 years)

Alliant Retirement Consulting

2009 - 2017 (8 years)

Lpl Financial, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sean Waggoner 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
Andrew Denler
New York, NY
Ryan Barnett
Alpharetta, GA
Jonathan Taporco
Austin, TX
Julia Mendak
New York, NY
Matthew Webb
Fresno, CA

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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