Yue
Qiu
Royal Alliance Associates, Inc
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About this Advisor
Yue Qiu is a financial advisor based in Irvine, California who has 1 year of relevant experience. Qiu is an employee of Royal Alliance Associates, Inc. Throughout their career, Qiu has worked at Pacific Financial Partners, Royal Alliance Associates, Inc, Sunyeah Group Corporation, Claremont Graduate University, University Of California, Los Angeles and Grier School. Qiu holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Royal Alliance Associates, Inc is a financial advisory company that has its headquarters in Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 advisors. It administers $30 billion in assets under management among its 149,233 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 191 charitable organizations. Of its 149,233 customer accounts, just 11% are held by high-net-worth clients who have more than $1 million in investable assets. The firm offers a number 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 management fee schedules largely vary depending on which service is provided. However, fees charged by Royal Alliance Associates, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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
Yue Qiu Work History
Yue has been registered as a financial advisor for 1 years.*
Royal Alliance Associates, Inc
Pacific Financial Partners
Claremont Graduate University
Sunyeah Group Corporation
University Of California, Los Angeles
Grier School
*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 Yue Qiu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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