Royal Alliance Associates, Inc
About this Advisor
Rodger Hobbs is a certified financial planner who works in San Jose, California, who has been in the financial industry for 10 years. Hobbs works at Royal Alliance Associates, Inc. They have spent their whole time as a financial advisor at Royal Alliance Associates, Inc. Hobbs has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to serve investors in California and Nevada. Royal Alliance Associates, Inc is an advisory firm that has its headquarters in San Jose, California. The company has offices in 905 locations and a total of 3,849 people on staff. It has $28 billion in assets under management among its 112,286 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 134 charities and foundations. Of its 112,286 customer accounts, 18% are held by high-net-worth investors who have greater than $1 million in assets. Royal Alliance Associates, Inc provides a diverse array 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 the type of services. Fees charged by Royal Alliance Associates, Inc likely include some blend of asset-based, hourly, fixed and other 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
Rodger Hobbs Work History
Rodger has 10 years of experience.
Rodger Hobbs has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
Rocky Hill, CT
San Diego, CA
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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.