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 who works in Torrance, California, who has 26 years of professional experience. Foster is currently employed by Royal Alliance Associates, Inc. They have spent their entire time as a financial advisor at Royal Alliance Associates, Inc. Foster has a Series 63 license, certifying them as a securities broker, and is approved to serve investors in California, Washington, Nevada and South Carolina. Royal Alliance Associates, Inc is an advisory firm based in Torrance, California. The firm has offices in 459 locations and a total of 1,933 financial advisors. It manages $8 billion in assets among its 30,657 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 40 charitable organizations. Of its 30,657 accounts, just 13% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company provides a number of services, such as 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. Fees for financial advice usually depend on the type of financial services offered. However, fees charged by Royal Alliance Associates, Inc most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

26 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 26 years of experience.

1992 - Present (27 years)

Royal Alliance Associates, Inc

Disclosures

Amy Foster has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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