Adriana Ramos Courts

Employer firm

Retirement And Wealth At Alliant, LLC CRD 167970

$7.37B regulatory AUM 1,000 advisory clients

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 05/2017
  Bank Of America, N.A.
  San Diego, CA
• 10/2015 → 05/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 06/2017 → 03/2020
  Paychex, Inc
  Beaverton, OR
• 06/2017 → 03/2020
  Paychex Securities Corporation
  Beaverton, OR
• 03/2020 → 04/2024
  Lpl Financial Llc
  Portland, OR
• 04/2024 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 08/2025 → Present
  Alliant Retirement Services, Llc
  Alpharetta, GA

Previous Registrations

• 2024-05-06 → 2025-10-10
  M Holdings Securities, Inc.
  West Linn, OR
  Seattle, WA
  Corinth, TX
• 2022-02-28 → 2024-06-12
  Preisz Financial
  Portland, OR
• 2015-11-25 → 2017-06-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  Elk Grove, CA
  Sacramento, CA
  Elk Grove, CA
  Sacramento, CA
  Sacramento, CA
  Sacramento, CA
  Sacramento, CA
  Elk Grove, CA
• 2013-12-05 → 2015-10-23
  Strategic Advisers Llc
  San Diego, CA

Other Businesses

1. PROJECT LEMONADE; 1008 Lloyd Center Mall, Portland OR 97232; Charitable Organization; Not Investment Related; Board Member, Finance Committee; Review financial statements, budget & future initiatives, and support the drafting of the organization's IPS; 01/01/2024; 6 hr/mo; 0 hr/mo during trading hours. 2. Alliant Insurance, Not Investment related, same address as RIA; Insurance Sales, Producer, VP, 08/2025, 1 hour, 1 hour, insurance sales.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-31

Other Names

• Adriana Concepcion Ramos
• Adriana Ramos Courts
• Adriana Ramos Courts