Alliant Securities maintains old values in a new world. Our trustworthy reputation is well merited; as our client, you receive the full advantage of our permanency in the industry and our commitment to personalized service. Our team of Registered Financial Advisors, management and support staff collaborate to provide you with sound financial guidance and unparalleled service.
Alliant Securities Information
Alliant Securities offers a diverse array of investment products and account types, catering to individual and institutional clients. Known for its comprehensive range of services, Alliant provides mutual funds, individual equities, insurance products, corporate bonds, and tax-free municipal bonds. Specializing in retirement accounts like IRAs and 401(k) plans, as well as 529 college savings plans, Alliant stands out for its emphasis on professional guidance and personalized service. However, it lacks offerings in futures and cryptocurrencies, which could be a limitation for some investors seeking broader market access.
Pros and Cons of Alliant Securities
Alliant Securities offers a robust portfolio of investment products and specialized accounts that cater to a diverse clientele, including comprehensive options for retirement and tax planning. The firm prides itself on providing personalized service tailored to individual financial goals, supported by professional guidance from seasoned advisors. This approach ensures clients receive focused and strategic advice in line with their long-term objectives. However, Alliant's offerings are slightly marred by the absence of futures and cryptocurrencies, potentially limiting options for clients interested in the broader spectrum of modern investment vehicles. Despite this, Alliant Securities remains a solid choice for investors seeking traditional investment avenues with a personal touch.
Is Alliant Securities safe？
Alliant Securities is regulated by the Financial Industry Regulatory Authority (FINRA) in the United States, with license numbers CRD#: 7726 and SEC#: 801-120849, 8-23305. The firm adheres to stringent regulatory standards to ensure the safety and security of client funds and operations. Client funds are held in segregated accounts, separate from the company's own funds, providing protection against company insolvency. Additionally, Alliant Securities implements advanced security measures, including regular audits and compliance checks, to protect client data and transactions. These measures collectively ensure a secure and reliable trading environment for clients.
What are securities to trade with Alliant Securities
Alliant Securities offers a comprehensive range of trading securities including mutual funds, individual equities, insurance products, corporate bonds, and tax-free municipal bonds. Additionally, the firm provides access to all IRA accounts (Simple, ROTH, SEP, SARSEP, and Educational), 401(k) plans, profit-sharing plans, and 529 college savings plans. They also offer money market accounts with free check-writing privileges. However, Alliant Securities does not provide access to certain products like futures and cryptocurrencies. Their extensive product offerings cater to a wide array of investment needs and goals, emphasizing personalized service and professional guidance to help clients meet their financial objectives.
Alliant Securities Accounts
Alliant Securities offers a variety of account types to cater to different investment needs. These include:
Brokerage Accounts: Standard accounts for trading and investing in various securities.Individual Retirement Accounts (IRAs): Includes Simple, ROTH, SEP, SARSEP, and Educational IRAs.
Company Sponsored Retirement Plans: Such as 401(k) plans and profit-sharing plans.
Advisory Accounts: Accounts that provide professional investment advice and management.
Additionally, Alliant Securities offers money market accounts with check-writing privileges and access to online account management tools. These accounts are designed to meet the diverse financial goals and needs of individual and organizational clients.
Alliant Securities Fees Review
Alliant Securities structures its fees primarily based on transaction sizes and types, incorporating both transaction-based and service fees. Transaction fees for equity trades are tiered, ranging from 1% to 3% depending on the transaction amount, with an additional $12.50 transaction fee possible per trade. For debt securities, the fees are structured by the principal amount and maturity period of the bonds, ranging from 1.5% to 2.5%, and adjusted for terms over five years with reductions and a fixed deduction. Additionally, a $12.50 fee may apply to each bond transaction. These fees are detailed to accommodate different trading and investment strategies, emphasizing flexibility and transparency in service costs.
Research and Eduation
Alliant Securities emphasizes a comprehensive approach to investment education and guidance. The firm is dedicated to thoroughly understanding each client's financial situation and investment objectives. They provide professional guidance by closely listening to clients, combined with disciplined and conservative long-term investment strategies aimed at preserving capital and meeting financial goals. Additionally, Alliant Securities offers personalized services tailored to the specific needs of their clients, often collaborating with other specialists like CPAs, attorneys, and insurance agents to enhance the overall financial and long-term planning process. This collaborative approach ensures that clients receive timely, accurate, and friendly advice to help them make informed investment decisions.
Customer Service
Alliant Securities provides comprehensive customer service with multiple contact options:
Address: 695 N Legacy Ridge Drive Suite 300, Liberty Lake, WA 99019, US
Toll-Free: (800) 345-9734
Telephone: (509) 747-9144
FAX: (509) 623-1543
Email: jeff@alliantsecurities.com
Their operating hours are from 6:30 am to 4:00 pm, ensuring availability for client inquiries and support during business hours.
Conclusion
Alliant Securities is well-positioned in the market with its broad range of products and services, dedicated to delivering tailored investment strategies and personalized client support. However, the lack of futures and cryptocurrencies could be a drawback for those looking to engage in these markets. Overall, Alliant offers a reliable and secure platform for investors, particularly those focused on long-term and retirement planning.
FAQs
Is Alliant Securities safe to trade with？
Yes, they are regulated by FINRA and have robust safety measures in place.
Is Alliant Securities a good platform for beginners？
Yes, their focus on personalized service makes it suitable for beginners needing guidance.
Is Alliant Securities good for investing or retirement？
Yes, with a wide range of retirement accounts and conservative investment strategies, it is an excellent choice for long-term investing and retirement planning.
Risk Warning
The information provided is based on WikiStock's expert evaluation of the brokerage's website data and is subject to change. Besides, online trading entails substantial risks, potentially leading to total loss of invested funds, so comprehending associated risks before engaging is crucial.
