Eric
Kaufman
Alliant Retirement Consulting
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About this Advisor
Eric Kaufman is a financial advisor working out of Los Angeles, California with a total of 1 year of relevant experience. Kaufman is currently employed by Alliant Retirement Consulting. Over the course of their career, they have held roles at Lockton Investment Advisors, LLC, Lockton Financial Advisors, LLC and Lockton Companies, LLC. Kaufman holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Alliant Retirement Consulting is an advisory firm that has its headquarters in Alpharetta, GA. It has offices in eight locations and a total of 17 advisors. It oversees $1 billion in assets under management across its 80 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Alliant Retirement Consulting offers pension consulting services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Alliant Retirement Consulting most likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliant Retirement Consulting Brokerage Details
$1,084,277,908
17
80
$13,553,474
Investment Advisory Services
- Pension consulting services
Eric Kaufman Work History
Eric has been registered as a financial advisor for 1 years.*
Lockton Financial Advisors, LLC
Lockton Investment Advisors, LLC
Lockton Companies, LLC
*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 Eric Kaufman 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
Alpharetta, GA
New York, NY
Alpharetta, GA
Alpharetta, GA
Austin, TX
Austin, TX
Oklahoma City, OK
Alpharetta, GA
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