Quay Dixon
Investment adviser representative at Retirement and Wealth At Alliant, LLC
14 yearsExperience
1 stateRegistered in
$7.4BFirm assets
13 yearsFirm in business
Are you Quay Dixon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Osaic Wealth, Inc.Jul 2025 to now
- Retirement and Wealth At Alliant, LLCMar 2025 to now
- Alliant Retirement Services, LLCMar 2025 to now
- Fortis LuxNov 2023 to Feb 2025
- Mutual of AmericaJul 2021 to Sep 2023
- The Prudential Insurance Company of AmericaApr 2019 to Jul 2021
- Pruco Securities LLCMar 2019 to Jul 2021
- Meeder Advisory Services, Inc.Mar 2012 to Jan 2019
- Meeder Asset Management, Inc.Mar 2012 to Jan 2019
- Meeder Financial, Inc.Mar 2012 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
Retirement and Wealth At Alliant, LLC
$7.4BAssets managed
222Clients
44Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5797301
- Firm CRD
- 167970