Bradley
Cole
Royal Alliance Associates, Inc
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About this Advisor
Bradley Cole is a certified financial planner working in South Pasadena, California, with 5 years of industry experience. Cole currently works for Royal Alliance Associates, Inc. Throughout their career, they have worked at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Self / Ffs, Self / Life Pro, Meridien Capital Real Estate, Health Insurance, Transamerica Financial Group, Life Alert, Lifepro Financial Services, Zahorik Financial, Ffs, Self-Actor/Musician, Self/Health Inusrance, Meridian Capital, Zahorik Financial & Insurance Services, Inc, Signator Investors, Inc and Royal Alliance Associates, Inc. Cole maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Nevada. Royal Alliance Associates, Inc is an advisory company that has its headquarters in Jersey City, NJ. The investment advisory business has offices in 1,009 locations and a total of 3,704 financial advisors. It controls $30 billion in assets among its 149,233 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 191 charitable organizations. Of its 149,233 customer accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in assets. Royal Alliance Associates, Inc provides a number 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. Financial management fees typically depend on which service is offered. However, fee types charged by Royal Alliance Associates, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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
Bradley Cole Work History
Bradley has been registered as a financial advisor for 5 years.*
Royal Alliance Associates, Inc
Zahorik Financial & Insurance Services, Inc
Health Insurance
Zahorik Financial
Meridian Capital
Lifepro Financial Services
Self-Actor/Musician
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Transamerica Financial Advisors, Inc
Meridien Capital Real Estate
Transamerica Financial Group
Self/Health Inusrance
World Financial Group, Inc
Self / Ffs
Self / Life Pro
Ffs
Life Alert
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bradley Cole to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
