Royal Alliance Associates, Inc
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About this Advisor
Jerry Edwards is a financial advisor based out of Carlsbad, California, who has been in the financial industry for 20 years. Edwards is an advisor for Royal Alliance Associates, Inc. Throughout their career, Edwards has worked at Edwards Tax & Financial Services, Transamerica Financial Advisors, Inc, Veterans Refinance Center, Signator Investors, Inc and Royal Alliance Associates, Inc. Edwards maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California. Royal Alliance Associates, Inc is a business based in Carlsbad, California. The company has offices in 968 locations and a total of 2,951 employees. It manages $13 billion in total assets among its 62,916 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 73 charitable organizations. Of its 62,916 accounts, 16% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Royal Alliance Associates, Inc has 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 are based on which services are offered. Fee types charged by Royal Alliance Associates, Inc most likely 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 21 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.
Financial Advisors at Royal Alliance Associates, Inc
Lenoir City, TN