Amy
Foster

Royal Alliance Associates, Inc

CRD#2247288
Investment Advisor
in Torrance, CA

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About this Advisor

Amy Foster is a certified financial planner working in Torrance, California, who has been in the industry for 27 years. Foster is an employee of Royal Alliance Associates, Inc. They have spent their whole employment at Royal Alliance Associates, Inc. Foster has a Series 63 license, qualifying them as a securities representative, and is approved to serve investors in California, Nevada, South Carolina and Washington. Royal Alliance Associates, Inc is a financial advisory business that has its headquarters in Torrance, California. The firm has offices in 968 locations and a total of 2,951 advisors. It administers $13 billion in assets under management between its 62,916 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 73 charitable organizations. Of its 62,916 client accounts, 16% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules vary depending on which services are provided. However, fees billed by Royal Alliance Associates, Inc can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2790 Skypark Drive Suite 200
Torrance, CA 90505

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

CA Average: $10,121,009,343
Total Number of Employees

2,951

CA Average: 92
Total Number of Accounts

62,916

CA Average: 6,978
Average Account Size

$200,603

CA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Amy Foster Work History

Amy has 28 years of experience.

1992 - Present (28 years)

Royal Alliance Associates, Inc

Disclosures

Amy Foster has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Gregory Kubinski
Southfield, MI
Christopher Sabatini
Southfield, MI
Jarrod Mckee
Greenville, OH
Matthew Reichel
Wauchula, FL
Sarah Walkinshaw
Nashville, TN
Timothy Maurer
Rochester, MI
Anthony Krncevic
Maumee, OH
Ajay Anand
Nashville, TN

This content was compiled from the SEC and FINRA.

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