Kim
Bright

Royal Alliance Associates, Inc

CRD#6035547
Investment Advisor
in Torrance, CA
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About this Advisor

Kim Bright is a certified financial planner who works in Torrance, California, who has 16 years in the industry. Bright works at Royal Alliance Associates, Inc. They have spent all of their career at Royal Alliance Associates, Inc. Bright maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, New Jersey, Minnesota and Montana. Royal Alliance Associates, Inc is an advisory company that has its headquarters in Torrance, California. It has offices in 459 locations and a total of 1,933 advisors. It oversees $8 billion in assets across its 30,657 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 40 charitable organizations. Of its 30,657 client accounts, just 13% are held by high-net-worth clients who have greater than $1 million in assets. Royal Alliance Associates, Inc offers a diverse set 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 advisory fees largely vary depending on the financial services offered. Fees charged by Royal Alliance Associates, Inc most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 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, Commissions

Disclosures

No

Office Location

2790 Skypark Drive Suite 200
Torrance, CA 90505

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

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

2,951

CA Average: 92
Total Number of Accounts

62,916

CA Average: 6,978
Average Account Size

$200,603

CA Average: $1,450,417

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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

Kim Bright Work History

Kim has 16 years of experience.

2012 - Present (7 years)

Royal Alliance

Disclosures

Kim Bright has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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