Kevin
Ryan

Royal Alliance Associates, Inc

CRD#4255125
Investment Advisor
in Los Angeles, CA

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About this Advisor

Kevin Ryan is a financial advisor working out of Los Angeles, California with a total of 22 years of relevant experience. Ryan is currently employed by Royal Alliance Associates, Inc. The advisor has gained experience at Royal Alliance Associates, Inc, Nwf Advisory Services, Inc and Nwf Advisory Group, Inc. Ryan 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, Florida, Nevada and New Mexico. Royal Alliance Associates, Inc is a business based out of Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 employees. It administers $30 billion in assets among its 149,233 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 191 charities and foundations. Of its 149,233 accounts, just 11% are held by high-net-worth clients who have more than $1 million in assets. The business provides a diverse range 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 charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Royal Alliance Associates, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

22 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

11835 W. Olympic Blvd. Suite 1155 E
Los Angeles, CA 90064

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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

Kevin Ryan Work History

Kevin has been registered as a financial advisor for 22 years.*

2005 - Present (19 years)

Nwf Advisory Services, Inc

2005 - Present (19 years)

Nwf Advisory Group, Inc

2001 - Present (23 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 Kevin Ryan 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

Austen Harvey
Jersey City, NJ
Arthur Cosper
Temple, TX
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joshua Harper
South Jordan, UT
Joel Morales
Wesley Chapel, FL
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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