Todd
Davidson

Royal Alliance Associates, Inc

CRD#2604039
Investment Advisor
in Torrance, CA
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About this Advisor

Todd Davidson is an investment advisor whose office is in Torrance, California. Currently an advisor with Royal Alliance Associates, Inc, Davidson has an impressive 23 years of professional experience as a registered advisor. Davidson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Davidson is registered to work with customers in California, Texas, Florida, New Jersey and Oregon. Davidson has worked their whole career at Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is based out of Torrance, California, and operates out of 459 other locations in the nation. As an advisor firm, Royal Alliance Associates, Inc oversees $8 billion in assets dispersed across 30,657 client accounts and employs more than 1,933 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 16,603 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 13% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Royal Alliance Associates, Inc offers 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

23 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

Todd Davidson Work History

Todd has 23 years of experience.

1995 - Present (24 years)

Royal Alliance Associates, Inc

Disclosures

Todd Davidson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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