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Alex Yi Pan

Alliant Retirement Consulting

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About Alex Yi Pan

Alex Yi Pan is a financial professional with over 2 years of experience in the industry. Alex currently works for Alliant Retirement Consulting as an Investment Advisor Representative. Alex is licensed to provide financial advice in New York and holds the Series 65 license. Prior to joining Alliant Retirement Consulting, Alex has worked for Fidelity Investments and iCapital, LLC. Alex has also held positions at Northeastern University and worked as a student in Dallas, TX. Alex is a specialist in Retirement Planning.

Firm Information

Alex Pan is currently registered with Alliant Retirement Consulting. Alliant Retirement Consulting is an Alpharetta, GA-based firm with approximately $10 billion - $50 billion in regulatory assets under management. They primarily serve pension and profit-sharing plans with 47 clients and $3.6 billion in assets. Alliant Retirement Consulting provides pension consulting services. The firm has 12 licensed agents, 19 registered representatives, and a total of 23 investment advisory personnel.
Alliant Retirement Consulting

1125 SANCTUARY PARKWAY

ALPHARETTA, GA 30009

$3.62B

Assets Under Management

800

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Asset-based fees on pension plans under advisement

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Alex Pan’s Registration & Firm History

NY

07/01/2024 - Present

Alliant Retirement Consulting (New York City NY)

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Licenses & Designations

IA

Issued 08/08/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex Yi Pan.
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