Alexandra M. Parsons

ALLIANT RETIREMENT CONSULTING

Miami, FL

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CRD#: 7579593

Professional summary

Alexandra Marie Parsons, who also goes by Alexandra Marie Lazo, is a registered financial advisor currently at ALLIANT RETIREMENT CONSULTING located in Miami, Florida.

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alexandra has worked at 5 firms and has passed the Series 66, Series 6TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexandra Marie Lazo

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Marie Parsons's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 5, 2025 - Present

ALLIANT RETIREMENT CONSULTING

RIA

CRD#: 167970

Miami, FL

Past

February 11, 2025 - November 7, 2025

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

MIAMI, FL

Past

February 5, 2025 - November 7, 2025

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

October 7, 2022 - January 23, 2024

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

MIAMI, FL

Past

August 11, 2022 - January 23, 2024

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLIANT RETIREMENT CONSULTING

ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING

CRD#: 167970 / SEC#: 801-78240

RIA

Registered Investment Advisory firm - (7/9/2013 Approved)

Alaska

Registered Investment Advisory firm - (2/20/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/5/2025)

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

State Security Law Exam

IAR

Series 66

Date: 9/8/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7TO

Date: 8/11/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/25/2022

Securities Industry Essentials Examination

Current Firm

ALLIANT RETIREMENT CONSULTING

ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING

CRD#: 167970 / SEC#: 801-78240

RIA

Registered Investment Advisory firm - (7/9/2013 Approved)

Alaska

Registered Investment Advisory firm - (2/20/2015 Terminated)

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Contact information

Main Address

1125 Sanctuary Parkway Suite 300, Alpharetta, GA 30009

Mailing Address

Phone number

(713) 470-4208

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

2025 ANNUAL FILING (3/31/2025)

Regulatory assets under management

Total Number of Accounts	156
AUM (Assets Under Management)	$ 4,493,036,646

Red Flags

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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Firm Stability Insights

Alexandra M. Parsons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Marie Parsons's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ALLIANT RETIREMENT CONSULTING

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2022

Series 6TO

Date: 1/2/2023

Series 7TO

Date: 8/11/2022

SIE

Date: 7/25/2022

Current Firm

ALLIANT RETIREMENT CONSULTING

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLIANT RETIREMENT CONSULTING

TRUST BUT VERIFY

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