Jorge
Zambrano

Royal Alliance Associates, Inc

CRD#4322123
Investment Advisor
in Camarillo, CA

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About this Advisor

Jorge Zambrano is a financial advisor based out of Camarillo, California with 17 years of industry experience. Zambrano currently works for Royal Alliance Associates, Inc. They have worked at Royal Alliance Associates, Inc for their total career. Zambrano maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Royal Alliance Associates, Inc is a financial advisory firm based in Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 advisors. It has $30 billion in assets across its 149,233 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 191 charities and foundations. Of its 149,233 accounts, just 11% are held by high-net-worth individuals who have at least $1 million in investable assets. The business 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. A financial advisor's fee schedules largely are based on which services are provided. Fee types charged by Royal Alliance Associates, Inc likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 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

Office Location

340 Rosewood Suite P
Camarillo, CA 93010

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

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

3,704

CA Average: 92
Total Number of Accounts

149,233

CA Average: 6,978
Average Account Size

$197,920

CA Average: $1,450,417

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

Jorge Zambrano Work History

Jorge has been registered as a financial advisor for 17 years.*

2000 - Present (24 years)

Royal Alliance Associates, Inc

*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 Jorge Zambrano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Stephen Carter
Grandville, MI
Austen Harvey
Jersey City, NJ
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joshua Harper
South Jordan, UT
Trisha Qualy
St Louis Park, MN
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

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.

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