James Alan Ian Laschinger
AIF®Professional Summary
James Alan Ian Laschinger, AIF®, who also goes by J. Alan Ian Laschinger, James Alanian Laschinger, Jamie Laschinger, Jay Laschinger, is a registered financial advisor currently at RETIREMENT AND WEALTH AT ALLIANT, LLC located in Wayne, Pennsylvania. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. James has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Alan Ian Laschinger, J. Alan Ian Laschinger, James Alanian Laschinger, Jamie Laschinger, Jay Laschinger
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
29 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ALLIANT INSURANCE SERVICES, LLC | RETIREMENT SOLUTIONS GROUP | RETIREMENT AND WEALTH AT ALLIANT, LLC | RETIREMENT AND WEALTH AT ALLIANT | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING
Contact Information
Main Address
565 E. Swedesford Road Suite 100, Wayne, PA 19087Phone Number
(267) 363-2865# of Employees
30SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
248AUM (Assets Under Management)
$7,374,170,393Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ALLIANT INSURANCE SERVICES, LLC | RETIREMENT SOLUTIONS GROUP | RETIREMENT AND WEALTH AT ALLIANT, LLC | RETIREMENT AND WEALTH AT ALLIANT | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING
State Registrations and Notice Filings
(11/12/2015)
(1/6/2021)
(11/13/2015)
(2/26/2021)
(11/9/2015)
(1/7/2021)
(1/8/2021)
(1/11/2016)
(10/29/2015)
(2/14/2021)
(10/27/2015)
(10/27/2015)
(11/12/2015)
(1/6/2021)
(7/11/2013)
(10/27/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view James Alan Ian Laschinger's CRS (Customer Relationship Summary).
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