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Teressa Lea Rambo

Alliant Retirement Consulting

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About Teressa Lea Rambo

Teressa Rambo is an investment advisor representative with Alliant Retirement Consulting. Teressa has been in the industry since 1997 and has worked for several firms including Stephens Inc., A.G. Edwards & Sons, Inc., Kestra Investment Services, LLC, and LPL Financial LLC. Teressa is registered in Arkansas and specializes in retirement planning.

Firm Information

Teressa Rambo 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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Teressa Rambo’s Registration & Firm History

GA

10/26/2022 - Present

Alliant Retirement Consulting (ALPHARETTA GA)

AR

09/25/2017 - 03/02/2018

LPL FINANCIAL LLC (LITTLE ROCK AR)

AR

03/16/2015 - 09/25/2017

KESTRA INVESTMENT SERVICES, LLC (LITTLE ROCK AR)

MO

04/22/2002 - 04/24/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

AR

11/11/1997 - 04/17/2002

STEPHENS INC. (LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 09/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/10/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Teressa Lea Rambo. Review regulatory record here.
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