Royal Alliance Associates, Inc
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About this Advisor
Jerry Edwards is an advisor in Carlsbad, California. Currently a registered advisor at Royal Alliance Associates, Inc, they have gathered 19 years of professional experience in the financial advisory industry. Edwards has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Edwards is able to operate based out of California. The advisor has gained experience at Royal Alliance Associates, Inc, Signator Investors, Inc, Edwards Tax & Financial Services, Transamerica Financial Advisors, Inc and Veterans Refinance Center. Royal Alliance Associates, Inc is headquartered in Carlsbad, California, and has 459 locations in the country. As a registered investment advisory firm, Royal Alliance Associates, Inc oversees $8 billion in assets throughout 30,657 client accounts and retains more than 1,933 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 16,603 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 13% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Royal Alliance Associates, Inc offers 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Royal Alliance Associates, Inc Brokerage Details
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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
Jerry Edwards Work History
Jerry has 19 years of experience.
Royal Alliance Associates, Inc
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Veterans Refinance Center
Edwards Tax & Financial Services
Jerry Edwards has disclosures.
Please visit their SEC profile for more details.